At Informed Financial Planning, we're committed to delivering exceptional client service and helping individuals achieve their financial goals.
We're seeking a highly skilled Paraplanner to join our team in Hessle, East Riding of Yorkshire.
The successful candidate will be responsible for implementing the new business journey, ensuring every step is handled with care and precision.
This includes writing financial planning and suitability reports and letters using the appropriate research tools, as well as ensuring client files are fully compliant and technically accurate.
The role also involves obtaining illustrations, information, and valuations from product providers, completing tax calculations where necessary, and submitting business to providers promptly and accurately.
In addition to these responsibilities, the ideal candidate will have excellent organisation skills, with the ability to prioritise workloads and meet deadlines.
They will also possess strong verbal and written communication skills, as well as a good grasp of English language and mathematical concepts.
Achieving CII Level 4 Diploma in Regulated Financial Planning is essential for this role, while working towards CII Level 6 Chartered Financial Planner is desirable.
If you're a motivated individual with a passion for delivering high-quality work, we encourage you to apply for this exciting opportunity.
The salary range for this position is £28,080.00-£36,920.00 per year, with additional benefits including quarterly bonuses, flexible working hours, and a comprehensive package of perks.