This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.
Clark James Recruitment are working with a leading business who are looking for a Paraplanner to join its market-leading team.
This is a great opportunity to join an established but rapidly growing business that specialises in Report only and one-off advised pension planning cases for introduced clients.
The Company
Our client provides a pension planning bureau service, offering one-off advice to introduced clients for advisers who do not hold the necessary qualifications or who do not have the time or expertise in this field.
The service has grown rapidly over recent years which has created this exciting position in a dynamic yet friendly atmosphere. As a growing business, we can offer the potential for career advancement and further industry study.
Job Summary
You will play a key role in the Pension planning for report only and advised cases, communicating by phone and email with introducing advisers and clients to collect and review all necessary information, complete the analysis and produce the report.
This is a role that requires excellent technical knowledge and attention to detail but also real-world financial experience and the ability to put clients’ affairs in context and see the “big picture”.
Qualifications and Key Skills
Diploma in Financial Planning (CII) - Level 4 or Diploma in Financial Planning
Excellent technical knowledge with strong IT skills
Excellent communication skills, including confidence to deal with introducing advisers and clients
Package
Basic salary to £40,000
Pension
Health Plan
24 days annual leave + bank holidays
Death in Service
Monday - Friday role
Advertiser: Agency
Reference: JPCJ570
Posted on: 2021-04-06 09:24:49
Send me Alert for jobs in:
Tunbridge Wells, Kent
Email Address
Hays Specialist Recruitment Ltd
£26000.0 - £28000.0 per annum + £28,000 FTE
This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.
Clark James Recruitment are working with a leading business who are looking for a Paraplanner to join its market-leading team.
This is a great opportunity to join an established but rapidly growing business that specialises in Report only and one-off advised pension planning cases for introduced clients.
The Company
Our client provides a pension planning bureau service, offering one-off advice to introduced clients for advisers who do not hold the necessary qualifications or who do not have the time or expertise in this field.
The service has grown rapidly over recent years which has created this exciting position in a dynamic yet friendly atmosphere. As a growing business, we can offer the potential for career advancement and further industry study.
Job Summary
You will play a key role in the Pension planning for report only and advised cases, communicating by phone and email with introducing advisers and clients to collect and review all necessary information, complete the analysis and produce the report.
This is a role that requires excellent technical knowledge and attention to detail but also real-world financial experience and the ability to put clients’ affairs in context and see the “big picture”.
Qualifications and Key Skills
Diploma in Financial Planning (CII) - Level 4 or Diploma in Financial Planning
Excellent technical knowledge with strong IT skills
Excellent communication skills, including confidence to deal with introducing advisers and clients
Package
Basic salary to £40,000
Pension
Health Plan
24 days annual leave + bank holidays
Death in Service
Monday - Friday role
Advertiser: Agency
Reference: JPCJ570
Posted on: 2021-04-06 09:24:49
I want to receive the latest job alerts for:
jobs in Tunbridge Wells, Kent
Hays Specialist Recruitment Ltd
£26000.0 - £28000.0 per annum + £28,000 FTE
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