My client is a well-established Financial Planning Practice with an office in central Norwich and rural Norfolk. They have a strong client following, having served the local community for almost forty years, providing informed, impartial, and independent financial advice across the full range of financial services.
Job Description:
My client is looking for a full-time Paraplanner to join their existing team of financial professionals, which includes three Paraplanners. This role will primarily be working in my client's Norwich city centre office.
Occasional visits to their rural office in Southeast Norfolk will be required, and initial training will be provided here, so you must be able to travel reliably to a relatively remote destination.
The position will include tasks such as the following:
1. Working closely with the Advisers and other Paraplanners
2. Completing Suitability Reports and fund and product research
3. Maintaining back office systems for client records and compliance purposes
4. Dealing directly with clients and providers
5. General client support
6. General administration duties
The ideal candidate must have experience working in the Financial Services profession, good communication and IT skills. Ideally, my client is looking for someone who is already Level 4 qualified or has the drive to get there. If you are already qualified and wish to increase your learning and progress to Chartered status, my client will happily support you in this. My client also has a reward scheme in place to give you some added motivation. All training on internal systems will be provided.
Salary: £28,000 to £34,000 per annum, negotiable dependent on experience.
Upon completion of probation, the successful candidate will receive a pension contribution of 8% of salary per annum, private medical insurance, and 4x salary death in service. There is also an option to join a dental scheme.
Essential Requirements:
1. Level 4 qualified (ideally, but must be working towards)
2. Experience of working within a financial advice firm
3. Excellent written communication and listening skills
4. Team player
5. Honesty / integrity
6. Well organised
7. Knowledge of platform providers and FE Analytics
Salary: £28,000.00-£34,000.00 per year
Hours: 35 per week, Monday to Friday, 9am – 5pm
Location: Central Norwich with occasional meetings in rural office (East Norfolk)
#J-18808-Ljbffr