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8 days ago
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Paraplanner/ Senior Paraplanner


Additional Resources Ltd
Salary: £35000 - £38000 Per Annum
Location: Hertfordshire
Job type: Permanent
Contact: David
Category: Finance Office Jobs
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Paraplanner/ Senior Paraplanner - Shillington, Hertfordshire

Circa £35k (£38k for Senior Role) + Bonus Depending On Experience

The Role

A well respected and fast growing Financial Services firm have an exciting opportunity for self-motivated and commercially minded Paraplanners.

The ideal candidate will be Diploma Level 4 qualified or working towards this and looking to work within a company that will support their ongoing development.

You will have skills in the preparation of complex suitability letters, replacement cases fund switches and the ability to carry out compliant and detailed research as well as technical analysis to support advice given to the Financial Planners.

Essential Requirements & Skills

• Minimum Diploma Level 4 qualified
• Experience working with financial planners, report writers and client support teams, providing the client with a positive professional experience, offering highly technical and qualified knowledge
• High attention to detail and strong writing skills
• Experience working in a sales driven culture
• Evidence of carrying out compliant and detailed research
• Confident using MS software packages including Excel, Word and Outlook
• Diligent and organised


Benefits

Highly Competitive Salary

Great opportunity to build a career within a growing company

Support with further training and qualifications

Working in an energetic team

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 Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003

Paraplanner/ Senior Paraplanner - Shillington, Hertfordshire

Circa £35k (£38k for Senior Role) + Bonus Depending On Experience

The Role

A well respected and fast growing Financial Services firm have an exciting opportunity for self-motivated and commercially minded Paraplanners.

The ideal candidate will be Diploma Level 4 qualified or working towards this and looking to work within a company that will support their ongoing development.

You will have skills in the preparation of complex suitability letters, replacement cases fund switches and the ability to carry out compliant and detailed research as well as technical analysis to support advice given to the Financial Planners.

Essential Requirements & Skills

• Minimum Diploma Level 4 qualified
• Experience working with financial planners, report writers and client support teams, providing the client with a positive professional experience, offering highly technical and qualified knowledge
• High attention to detail and strong writing skills
• Experience working in a sales driven culture
• Evidence of carrying out compliant and detailed research
• Confident using MS software packages including Excel, Word and Outlook
• Diligent and organised


Benefits

Highly Competitive Salary

Great opportunity to build a career within a growing company

Support with further training and qualifications

Working in an energetic team

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 Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003


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