Salary: £30,000 – £40,000
Hours: Mon-Fri / 9am-5pm
Hybrid working is available, offering the flexibility of working from home for 1-2 days a week.
Our client, a successful wealth management business is looking for a keen, enthusiastic, hardworking, highly professional Paraplanner. Clients of this company are high net worth individuals, and you will be required to provide the highest levels of service.
As a Paraplanner in their team, you will utilize your technical proficiency to provide support and aid in their operations, by engaging in comprehensive research and examination of a diverse range of financial planning solutions. Additionally, you will generate compliant financial planning reports for their advisors/Directors to present to clients.
Being the primary resource for addressing technical inquiries, your responsibilities will revolve around covering the entire client journey. This entails conducting investigations to procure appropriate solutions, preparing meticulous and enlightening reports, and collaborating with the administration team to ensure precise processing of their business and accurate updates to their systems.
Your dedication will always be directed towards producing well-crafted and meaningful suitability reports that showcase your keen attention to detail and comprehension of their requirements.
Requirements for the Paraplanner role:
There is a possibility of part-time hours, with a minimum commitment of 25 hours per week.
Courtney Recruitment, part of the Courtney Reed Group Ltd, believes that diverse, equitable and inclusive workplaces make companies more relevant, more supportive, and more resilient.
We are an equal opportunity employer, and in this capacity and on behalf of all of our clients, we welcome applications from people of all backgrounds, ethnicities, cultures, and experiences. We do not discriminate on the basis of race, colour, religion, national origin, sexual orientation, age, marital or family status, disability, gender identity or expression, or any other legally protected status.
If you would like to discuss this in further detail, please call 0151 601 6263.