Paraplanner

Job Type:
Permanent
Job Sector:
Financial Services
Region:
East Midlands
Location:
Leicester
Salary:
£30,000 to £30,000 per annum
Salary Description:
£30000 - £30000 Per Annum
Posted:
05/02/2020
Recruiter:
Additional Resources
Job Ref:
GWA/AR/052986

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.

Contact Details:
Additional Resources
Tel: 0845 450 6635
Fax: Finance, east midlands
Contact: Gill
Email:

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