Senior Paraplanner

Placed: 25/11/17
Region: United Kingdom
Category: Jobs


Content of the advertisement:

Are you an experienced Paraplanner looking to utilize your skills and knowledge within a forward-thinking wealth management firm?

The Company

This highly successful firm has built a strong team of Protection and General Insurance Advisers (placed £1bn of risk in 2015) and recently begun developing their Pensions Specialist division. Therefore, they are now keen to recruit a Senior Paraplanner to support their growing team of Pensions Advisers. Since establishing in 2009, they have grown to 33 staff across 2 regional offices and looking to continue to grow sustainably.

Roles and responsibilities

You shall be responsible for supporting their team of Independent Financial Advisers, specialising in DB and DC pension transfers by conducting research; writing suitability reports; providing information for client annual reviews and being proactive to ensure adherence to compliance procedures.

Requirements to be considered

You should have at least 3 years paraplanning experience, and be Level 4 Diploma qualified.

Benefits

Salary of up to £45,000 dependent upon experience plus company benefits
21 days holiday plus birthday and bank holidays
Fantastic team of with a strong focus on marketing and technology to maximise business opportunities
Opportunity to work from either their vibrant office in Brighton or prestigious office in City of London
Exciting opportunity within a fast-growing Financial Advisory firm
Locations

Brighton or City of London

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Liability and Disclaimer
The information contained in our advert including any salary or on target earnings information are given in good faith and uses all reasonable efforts to ensure that it is accurate. However, FM TOP JOBS LTD gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by FM TOP JOBS Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert

Price / Salary: £45000/annum