Address
Form of work
SalaryMy client is a successful and well established wealth management firm, based in the picturesque market town of Stamford; they are currently looking for an experienced Paraplanner to join their busy team, supporting a large team of professional advisers.
The hours of work are 9.00am-17:00pm and this is an office based position.
My client offers a competitive rate of pay with, for the right candidate with the possibility of career progression for those that would like to be more involved in wealth management.
The successful candidate will be flexible, self-motivated and be able to work as part of a team.
Key skills and knowledge required:
- Previous experience using Financial Advice platforms and software is desirable
- Previous experience within fast-paced financial planning practice
- An understanding of FCA regulations, financial solutions and their practical application within an IFA environment.
- Report writing
Personal Profile:
- Level 4 Diploma qualified (or working towards)
- Minimum of 2 years’ experience with the financial services industry
- Have a professional, proactive and positive attitude
- Analytical with a keen eye for detail
Additional Benefits:
- 20 days holiday plus bank, (they are closed over Christmas, extra 3 days annual leave additional holiday entitlement).
- Parking permits available, if working from the main office for 5 days
- 2 social events each year
- Free tea, coffee, and biscuits and sometimes cake!
- Private pension scheme
- Financial support with CII exams
