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Paraplanner

Finlink Ltd
Posted 13 hours ago, valid for a month
Location

Wirral, Merseyside CH634JR, England

Contract type

Full Time

Employee Assistance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Paraplanner position is based in Wirral and offers a salary of up to £45k.
  • Candidates should have previous paraplanning experience and ideally possess a level 4 qualification.
  • The role involves collaborating with advisors and administrators to conduct research and prepare suitability reports.
  • The company is a fast-growing Financial Services practice with opportunities for progression and hybrid working.
  • Benefits include private medical insurance, group income protection, and 28 days of annual leave, increasing to 30 days after two years.

Paraplanner

Hybrid

Wirral

Up to £45k

This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. Salary up to £45k.

The Business

The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Wirral office.

The Role

As a Paraplanner, you will be collaborating closely with their advisors and administrators to undertake the necessary research and deliver suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team.

Benefits

  • Salary up to £45k
  • Hybrid working
  • Death in Service (4 x annual salary)
  • Private Medical Insurance provided by Vitality.
  • Group Income Protection
  • Employee Assistance Programme
  • Medicash (healthcare cash back plan)
  • Pension above statutory
  • Discretionary annual bonus based on company performance.
  • 28 days annual leave rising to 30 days after 2 years’ service

If you want to find out more about this opportunity, then simply apply here. You can then leave the rest to us in terms of arranging an interview with the business.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.