Senior Paraplanner - Warwickshire
Warwickshire (our ref AL844)
Salary negotiable depending on experience, cGBP30,000 - GBP40,000 per annum
My client is a forward thinking financial planning company offering advice to both corporate and private clients. They are now looking to further develop their Warwickshire based office with the addition of an experienced paraplanner to support the existing adviser and administrator.
Day to day, the role will involve:
Analysing clients' circumstances, portfolios and objectives and preparing appropriate recommendation reports;
Attending client meetings with the adviser when required;
Providing high quality technical, administrative and research support;
Liaising with the business assurance team to ensure that all reports are suitable and accurate;
Building strong and effective working relationships with Head Office and third-party product providers;
Ensuring that all client records and data are maintained accurately and efficiently;
Participating in ad hoc projects and tasks as and when required.
The ideal candidate:
Will have experience of writing accurate and clear recommendation reports, analysing a client's current situation and financial objectives in order to make recommendations and communicating with third party providers.
You must have worked in a Pensions & Investment environment previously and ideally have achieved the level 4 financial planning diploma, be actively working towards it or be able to demonstrate an equivalent level of technical knowledge obtained through experience. You will be required to spend an initial period of approximately 6 weeks training in the Midlands based Head Office (expenses covered).
This is an opportunity to work in a small team within a larger organisation and play a major part in laying the foundations for future growth and success. Salary will be competitive and commensurate with experience and the value the successful candidate can bring to the business.
Please apply in confidence with an up to date CV or call Angela Liscombe at North Oak Recruitment for a confidential discussion.
We aim to respond to all applications but occasionally, due to overwhelming application response, this is not possible. Should you not hear from us within 10 days please assume your application has been unsuccessful. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.