Paraplanner
other jobs Switch Recruitment
Added before 7 Days
- England,East of England,Norfolk,Norwich
- Full Time, Permanent
- £35,000 - £45,000 per annum
Job Description:
We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of 2 Paraplanners to join their busy and successful team.
Responsibilities:
*Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support.
*You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client.
Experience:
*Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning.
*Experience across a range of platforms is preferred.
*You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills.
In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.
Responsibilities:
*Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support.
*You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client.
Experience:
*Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning.
*Experience across a range of platforms is preferred.
*You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills.
In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.
Job number 3013809
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Company Details:
Switch Recruitment
Founded in 2004, with the simple goal of providing a professional and reputable service to both clients and candidates, Switch Recruitment has establi...