Job Description
Paraplanner
Paraplanner (9-month maternity cover contract)£35,000 - £40,000 + Flexitime + Hybrid + Training + Company Benefits
Penrith, Cumbria, commutable from Carlisle, Langwathby, Whinfell, Dalston, Appleby-in-Westmorland, Lazonby
Are you a Paraplanner with wealth management background looking to join a tight knit reputable business known for looking after their staff, offering you support in acquiring further qualifications, excellent training and ability to push you further?
On offer is the opportunity to join a client focussed financial advisers who pride themselves on their bespoke approach to financial advice. They are going through a period of organic growth and are looking for a paraplanner to bolster their team.
Your role will involve supporting consultants, preparing compliant reports, reports detailing the consultant's recommendations for the client, accurately investing client money as per recommendations and evaluating investment portfolios.
This role would suit a Paraplanner that is working towards qualifications looking to join a tight knit firm who are focused on giving the best service possible to their clients and looking after their staff.
THE ROLE:
* Assisting financial advisors in planning for clients.
* Collecting and analysing financial data and researching investment options
* Preparing reports and communicating efficiently.
THE PERSON:
* Has worked in a Paraplanner role
* Wealth Management Background
* Commutable to Penrith
Reference number: 10691A
Keywords: Paraplanner, finance, consultant, dentists, clients, planning, wealth management, assets, investments, Penrith, Cumbria, Carlisle, Langwathby, Whinfell, Dalston, Appleby-in-Westmorland, Lazonby
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set