Company

Reed InsuranceSee more

addressAddressDerbyshire, England
type Form of workPermanent, full-time
salary Salary£32,000 - £42,000 per annum, inc benefits
CategoryAccounting & Finance

Job description

Reed Financial Services are excited to offer a fantastic opportunity for a Paraplanner to join a well-established IFA firm in Buxton. This thriving team is part of a company known for its excellent client relationships and strong reputation within the local community. The firm combines the personal touch of traditional financial advisory services with a modern, technology-driven support model. High standards and top-quality service are at the heart of their client-focused, team-oriented culture.Paraplanner
  • Salary Range: £32,000 - £42,000 pro rata (depending on experience and qualifications)
  • Location: Buxton
  • Job Type: Flexible (office-based with potential for hybrid working)
  • Hours: 24-36 per week
Day to Day of the role:
  • Work closely with a small team of experienced administrators, paraplanners, and advisers.
  • Learn and apply the firm’s methods and practices.
  • Engage in role progression with encouragement and full training support to meet objectives.
  • Provide detailed financial planning support to advisers.
  • Prepare written advice and provide technical research services to a high standard.
  • Ensure that all regulatory and compliance standards are met.
Required Skills & Qualifications:
  • Minimum of 2 years’ experience as a paraplanner within an IFA firm.
  • Financial services qualifications.
  • Proactive and self-motivated with a keen eye for detail.
  • Excellent communication skills, both written and verbal.
  • Strong Whole of Market knowledge.
  • Proficient in report writing.
Benefits:
  • Competitive salary based on experience and qualifications.
  • Flexible working arrangements, with the possibility of hybrid working.
  • Opportunities for career growth and professional development, including the potential to work towards IFA status.
  • Collaborative and supportive team environment.
  • Contributory pension scheme.
  • Group Private Medical cover.

To apply for this Paraplanner position, please submit your CV and cover letter detailing your relevant experience and qualifications.

Refer code: 3312351. Reed Insurance - The previous day - 2024-05-10 18:58

Reed Insurance

Derbyshire, England
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