Overview
Job Title : Paraplanner
Location – Brighton
Salary – £30,000 – £38,000 depending upon experience
Are you looking for your next Paraplanning role within a company who put their employee’s progression and development at the top of their priority list?
Our client is a well established independent IFA firm who is now looking for a Paraplanner to join their growing team.
As mentioned above the company really focuses on developing their employees skills, support is provided for CII exams including payment for study text & exam and study leave.
The specific responsibilities of this role are as follows:
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Work with a selected number of consultants, taking fact find, meeting notes and general guidance from the consultants to prepare reports/
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Ensure sufficient client information obtained and analyse information gathered by the consultant and challenging advice where required.
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Undertake sufficient product, investment and market
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Attain and maintain the level of competence as required by the firm.
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Maintain all standards of performance as required by the firm.
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Provide the person undertaking the Compliance Oversight Function on an as identified basis with the relevant client information where any pension transfer/opt out has been arranged on an execution only, insistent customer or correspondence only basis.
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Ensure relevant CPD is maintained and recorded accurately.
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Assist to develop, support and maintain processes
Benefits / details of the role:
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Great location in Brighton
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Good sized company with scope to grow and develop your career
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Full study support and study leave to take exams
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DIS
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Private medical insurance
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.