Paraplanner

  • Location

    Ashbourne

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £30000 - £40000 per annum + plus Bonus plus Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH3766_1654599126

  • Published:

    26 days ago

  • Expiry date:

    2022-07-07

  • Consultant:

    David Everingham

Paraplanner - Ashbourne, Derbyshire - Salary to £40,000 plus great Benefits package (potentially negotiable)

MB Fitgzerald Recruitment are currently working with a Derbyshire based firm of Chartered Financial Planners who are looking to add an experienced Paraplanner to their hard-working, close-knit team. The company are well established in the area and specialise in providing whole of market financial advice to private clients.

The company:

  • The business are a small team of 5 staff including 2 Advisors and 3 Administrators. They are very profitable and looking to add to their support team in order to sustain further growth.
  • The company currently use an outsourced Paraplanning business for their reports but they are keen to employ an experienced Paraplanner so they can bring this in house
  • You'll enjoy a relaxed working environment with people who genuinely enjoy their jobs and working with eachother.

The role:

  • As a Paraplanner, you will be responsible for research, report writing, providing quotations and preparing the suitability reports for the financial advisers to whom you support.
  • You'll work closely with the 2 Financial Advisers and will enjoy plenty of client interaction, making this a varied and interesting position.
  • You will be supported by a dedicated Administration team allowing you to focus on report writing and technical duties.

Role Requirements:

  • Candidates MUST be an experienced Paraplanner having recently worked in a similar role within a firm of Financial Advisers. You must be a competent report writer with a good knowledge of financial services products, in particular Pensions and Investments. You should have excellent communication skills, both written and verbal
  • Ideally you will be Diploma Qualified but those who are happy to work towards this qualification will also be considered. The company will fully support you with studies towards the Diploma and on to the Advanced Diploma should you wish to continue to level 6 and those that already have these qualificatiobs will be at an advantage.

On offer:

  • Competitive salary of up to £40,000 plus company benefits (potentially negotiable)
  • Benefits including; 10% matched Pension, DIS, PMI, 25 days holiday and study support.
  • They can offer the opportunity to work from home up to 2 days per week (office based the remaining days).