Junior Paraplanner 

Overview

Based Stevenage – Hybrid working 

Salary – £26,000 – £35,000 depending upon experience 

 

Are you a Junior Paraplanner?

  • You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised? ·
  • Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
  • Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
  • Would you like a better office/home working balance?

 

If so, we have a role which can develop you through the next step of your career:-

 

  • They are looking for a Junior Paraplanner who they can mentor and develop through the business
  • You will be provided with full study support and exams
  • 2 x days in the office, 3 x days working from home
  • You will gain a full range of exposure across the whole of the market

 

If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details

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    Overview

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    Are you a Junior Paraplanner?

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      Location: Warwick

      Salary: £28,000 – £40,000 depending on experience

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      Our client is currently looking for a Paraplanner to join their friendly close-knit team. The successful applicant will be joining an incredibly flexible company offering the option of flexible working and exam support.

      Experience:

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      • Analyse clients’ circumstances, needs and objectives.
      • Provide research on all relevant advice areas, products and investment funds.
      • Assist in the implementation of remedial actions following delegated monitoring activities or regulatory changes as they occur.
      • Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.
      • Ensure all correct documentation is provided to advisers in a timely manner.
      • Create and maintain accurate and up-to-date client and plan records on Intelligent Office.
      • Ensure all relevant documentation and correspondence is uploaded to the correct client records on Intelligent Office and named in accordance with Company procedures.
      • Create, manage and complete tasks on Intelligent Office in accordance with Company procedures.
      • Manage and complete all relevant tasks assigned by advisers, managers/team leaders and other support team members.
      • Promote professional behaviour by demonstrating courtesy and respect to all colleagues and following the Company’s equality and diversity policy at all times.
      • Ensuring health and safety policies are observed.
      • Completion of other reasonable duties, as defined by the Senior Management Team.

       

      If this role 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.

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    Are you a Junior Paraplanner?

    • You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised? ·
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    Overview

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    Salary – £26,000 – £35,000 depending upon experience 

     

    Are you a Junior Paraplanner?

    • You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised? ·
    • Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
    • Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
    • Would you like a better office/home working balance?

     

    If so, we have a role which can develop you through the next step of your career:-

     

    • They are looking for a Junior Paraplanner who they can mentor and develop through the business
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    • 2 x days in the office, 3 x days working from home
    • You will gain a full range of exposure across the whole of the market

     

    If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details

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Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837