Paraplanner -

Pinstripe Personnel

Posted 7 days ago, valid for 10 days

Burnley, Lancashire BB12, England

Full Time

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Sonic Summary

The position available is for a Paraplanner based in Burnley, offering hybrid working options.
The successful candidate will receive a competitive salary of £45,000 along with additional benefits.
This role requires previous experience as a Paraplanner or Financial Adviser, with a Level 4 qualification in Paraplanning or Financial Advice being advantageous.
Paraplanners are crucial in providing technical support to Independent Financial Advisers and ensuring a positive client experience.
A client-focused approach and the ability to maintain relationships with stakeholders are essential for this role.

PARAPLANNER

Burnley

Hybrid Working

£45,000 + Benefits

Due to continued growth our client, a well established and award winning Wealth Planning Business is now looking to appoint an experienced Paraplanner to join their team in the Burnley area.

Paraplanners are integral to their business - they provide vital technical support to the Independent Financial Advisers and a positive experience for the clients. They are highly qualified individuals that contribute to the advisory service by reviewing, analysing and preparing compliant recommendations for the clients.

The successful candidates will also be required to keep up-to-date with product knowledge, ensure they maintain positive working relationships with internal and external stakeholders and communicate in a confident and friendly way. A client-focused approach is essential as the clients are at the centre of everything our client does.

Previous experience as a Paraplanner or possibly as a Financial Adviser is essential, having the Level 4 qualification in Paraplanning or Financial Advice is advantageous.

In return you will receive a highly competitive salary of £45,000 and benefits package, the opportunity for hybrid working to ensure a greater work life balance.

For more information on this exciting opportunity please send your CV to Douglas McDougall

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