Paraplanner

enable Recruitment

Posted 19 hours ago, valid for 9 days

Spalding, Lincolnshire PE12 6NT, England

Full Time

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Sonic Summary

A reputable independent financial advisory firm is seeking a Paraplanner to join their expanding team.
The ideal candidate should have at least 3 years of Paraplanning experience and preferably hold a Level 4 Diploma (DipPFS/DipFA) or be working towards it.
Key responsibilities include supporting financial advisers, producing suitability reports, and conducting technical research.
The position offers a competitive salary of up to £45,000, along with remote working options and various employee benefits.
Interested applicants can apply directly or contact Dan at daniel@enable-recruitment.co for more information.

Are you a Wealth Management professional looking for a new Paraplanner role?We’re delighted to have partnered with an award-winning independent financial advisory firm that is actively expanding its Paraplanning team! Our client has experienced organic growth from delivering an excellent service to their clients within the region.They are now looking for a Paraplanner to join their team due to internal progression, so if you are an experienced Paraplanner, we would love to hear from you!What you'll be doing:

Providing support to the financial advisers of the business with advice formulation
Producing suitability reports, illustrations, cashflow modelling reports.
Carrying out technical research of funds and products for the adviser
Updating and managing the back office system (X-Plan)

What you need to apply:

3+ Years Paraplanning experience
Level 4 Diploma (DipPFS/DipFA) or working towards is preferable
Effective communication skills and capable of working in a busy environment
Experience in speaking with clients and providers on the adviser’s behalf

What's in it for you?

A basic salary of up to £45,000 dependent on experience and qualifications
Remote working opportunity
Social opportunities throughout the year
Exam funding and support
Progression opportunities into different areas of the business, depending on which way you see your career heading!
Enhanced Maternity & Paternity Pay
Generous annual leave allowance

What next?Hit apply or contact Dan directly!daniel@enable-recruitment.co (Just .co!)

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