Paraplanner
| Dyddiad hysbysebu: | 15 May 2024 |
|---|---|
| Cyflog: | £40,000 to £45,000 per year |
| Oriau: | Full time |
| Dyddiad cau: | 13 June 2024 |
| Lleoliad: | London, London, E11DL |
| Cwmni: | Vector Recruitment Solutions |
| Math o swydd: | Permanent |
| Cyfeirnod swydd: | 52959839 |
Crynodeb
Paraplanner - London - Exciting Opportunity in Financial Planning!
Overview: Join a vibrant and innovative financial planning business, providing a dynamic telephone-based service to clients nationwide. Our client firmly believe in offering a superior alternative to traditional financial institutions, making high-quality financial advice and excellent products accessible to everyone. With diverse financial planning services include pensions, wealth management, ISAs, and Investment Bonds, they take pride in their reputation as a client-centric business committed to delivering a top-tier service.
Roles and Responsibilities: We're on the lookout for talented individuals to join our clients team! As part of your key roles, you'll be involved in producing fund switch letters, handling withdrawals, and conducting necessary research. Analysing information from clients and providers, utilising research tools, and evaluating existing products will be essential. Additionally, you'll be responsible for fund performance comparisons, preparation of suitability/recommendation reports, and more.
Additional Roles Include:
- Scheduling calls and obtaining information from clients.
- Communicating with third parties and providers for detailed information.
- Preparing client valuations and annual review packs.
- Assisting advisers by obtaining necessary information and performing research.
Experience and Skills: We're seeking individuals with:
- Strong communication skills, including a friendly telephone manner.
- A minimum of 2 years in the financial services industry.
- Practical knowledge of financial planning, pensions, and investments.
- Proficiency in MS Office (Word, Excel, PowerPoint, etc.).
- Excellent communication skills (spoken and written), including customer service.
- Experience with industry tools such as Dynamic Planner, CashCalc, etc.
- Self-motivation, a proactive work ethic, and adaptability to feedback.
- Enthusiasm to contribute to the growth of an ambitious company.
- Good financial and mathematical literacy.
Qualifications: Partway or completion of your Diploma in Financial Planning (minimum of three exams under CII).
Package and Further Information:
- Salary: £28k - £45k (DOE) + monthly bonus (approx. 10-15% of salary).
- Central London office-based role with 1-day working from home per week.
- Core hours: Monday – Friday (9 am – 5:30 pm).
If you're passionate about financial planning and eager to join a friendly and fun team, apply now! Your journey awaits.
Overview: Join a vibrant and innovative financial planning business, providing a dynamic telephone-based service to clients nationwide. Our client firmly believe in offering a superior alternative to traditional financial institutions, making high-quality financial advice and excellent products accessible to everyone. With diverse financial planning services include pensions, wealth management, ISAs, and Investment Bonds, they take pride in their reputation as a client-centric business committed to delivering a top-tier service.
Roles and Responsibilities: We're on the lookout for talented individuals to join our clients team! As part of your key roles, you'll be involved in producing fund switch letters, handling withdrawals, and conducting necessary research. Analysing information from clients and providers, utilising research tools, and evaluating existing products will be essential. Additionally, you'll be responsible for fund performance comparisons, preparation of suitability/recommendation reports, and more.
Additional Roles Include:
- Scheduling calls and obtaining information from clients.
- Communicating with third parties and providers for detailed information.
- Preparing client valuations and annual review packs.
- Assisting advisers by obtaining necessary information and performing research.
Experience and Skills: We're seeking individuals with:
- Strong communication skills, including a friendly telephone manner.
- A minimum of 2 years in the financial services industry.
- Practical knowledge of financial planning, pensions, and investments.
- Proficiency in MS Office (Word, Excel, PowerPoint, etc.).
- Excellent communication skills (spoken and written), including customer service.
- Experience with industry tools such as Dynamic Planner, CashCalc, etc.
- Self-motivation, a proactive work ethic, and adaptability to feedback.
- Enthusiasm to contribute to the growth of an ambitious company.
- Good financial and mathematical literacy.
Qualifications: Partway or completion of your Diploma in Financial Planning (minimum of three exams under CII).
Package and Further Information:
- Salary: £28k - £45k (DOE) + monthly bonus (approx. 10-15% of salary).
- Central London office-based role with 1-day working from home per week.
- Core hours: Monday – Friday (9 am – 5:30 pm).
If you're passionate about financial planning and eager to join a friendly and fun team, apply now! Your journey awaits.