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17 days ago
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Paraplanner


Additional Resources Ltd
Salary: £30000 Per Annum
Location: Leicester
Job type: Permanent
Contact: Gill
Category: Finance Office Jobs
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Paraplanner - Leicester

Salary is £30,000 plus, depending on experience and qualifications.

Our client is a specialist in providing truly Holistic Wealth Management Advice and they are now looking to recruit a Para Planner to join their team.

As a Para Planner you will have an exciting opportunity to work in a pro-active fee-based IFA firm in Leicester.

Role

As they predominantly work with NHS doctors, knowledge in final salary (NHS) pensions and pension's annual allowance, and tapered tax calculations is essential. Also, knowledge on investments, protection and IHT Planning is important. In addition, the role will also include suitability/recommendation report writing, carrying out product research etc. meeting compliant rules and regulations and managing client reviews for the IFA.
The successful candidate will also be preforming some administration duties e.g. preparation of paperwork, dealing with customer queries and product providers and client facing tasks.
The successful candidate will have a Diploma or above in Financial planning and ideally have a minimum 5 years' experience working in the financial Services industry


Benefits

Salary is £30,000 plus, depending on experience and qualifications.

Contributory Pension Scheme

Annual leave - To be discussed at interview


Hours of work

8.30am-5.00pm Mon-Friday. (To be office based is mandatory)

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

Paraplanner - Leicester

Salary is £30,000 plus, depending on experience and qualifications.

Our client is a specialist in providing truly Holistic Wealth Management Advice and they are now looking to recruit a Para Planner to join their team.

As a Para Planner you will have an exciting opportunity to work in a pro-active fee-based IFA firm in Leicester.

Role

As they predominantly work with NHS doctors, knowledge in final salary (NHS) pensions and pension's annual allowance, and tapered tax calculations is essential. Also, knowledge on investments, protection and IHT Planning is important. In addition, the role will also include suitability/recommendation report writing, carrying out product research etc. meeting compliant rules and regulations and managing client reviews for the IFA.
The successful candidate will also be preforming some administration duties e.g. preparation of paperwork, dealing with customer queries and product providers and client facing tasks.
The successful candidate will have a Diploma or above in Financial planning and ideally have a minimum 5 years' experience working in the financial Services industry


Benefits

Salary is £30,000 plus, depending on experience and qualifications.

Contributory Pension Scheme

Annual leave - To be discussed at interview


Hours of work

8.30am-5.00pm Mon-Friday. (To be office based is mandatory)

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.


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