A recognised, award-winning Wealth Management business have an exciting new opportunity for a knowledgeable Diploma-qualified Paraplanner to join their business on a permanent basis. JOB DETAILS
Within this role, the incumbent will be responsible for providing efficient professional support to a Financial Advisor working within the Life, Investment, Mortgages and Pensions market. More specifically, this role will focus on developing professional relationships with internal and external stakeholders and product providers in order to ensure the streamlined and smooth running of business applications from processing to completion. Preparing valuations, reports and renewal information, and maintaining up-to-date information on the company's database are also important aspects of this role.
The successful applicant to this role will need to be CII Diploma qualified or equivalent, or with significant progression with the CF qualifications or Financial Planning Certificate. You will also need to be highly organised, proactive and enthusiastic, with good attention to detail, and must have strong verbal and maths skills. To be successful in this role, candidates should also be confident and be a good relationship builder, with the capability of moving to an advisory role within 3 years.
In reward for your hard work and commitment you will receive a generous basic salary and a good benefits package including company pension, 23 days Holiday, Private Medical Insurance cover and free parking, as well as the chance to further your career within an engaging, sociable and successful business!
Please quote PTM1607-72 when calling Alexander Lloyd on 01293 572900 and ask for our Pensions and Benefits division. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.