Level 4 Diploma Qualified Paraplanner
Level 4 Diploma Qualified ParaplannerLocation: StokenchurchWorking pattern: Hybrid (3 days in the office)Salary: £35,000 - £40,000Working Hours: Flexible, 35-hour week (9:00am - 5:30pm)We are working with a well-established and growing financial planning firm that is looking to recruit a Level 4 Diploma Qualified Paraplanner to join its experienced and collaborative team.This is an excellent opportunity for a technically competent paraplanner looking to work alongside a team of experienced financial planners in a business that values quality advice, teamwork and professional development.The RoleWorking closely with the firm''s Financial Planners, you will be responsible for producing high-quality suitability reports, carrying out technical research, preparing recommendations, analysing investment and pension solutions, and ensuring all work is completed in line with FCA requirements. You will play a key role in supporting advisers to deliver exceptional outcomes for clients.RequirementsLevel 4 Diploma in Regulated Financial Planning (or equivalent) completed.Previous experience working as a Paraplanner within a financial planning firm.Strong technical knowledge of pensions, investments and protection.Excellent report writing, research and analytical skills.High attention to detail and a strong understanding of compliance.Experience using Intelligent Office (IO) is preferred but not essential.What''s on OfferSalary range of £35,000 - £40,000Hybrid working with 3 days in the ..... full job details .....
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