recruitukltd Salary: £40k + Bi-annual discretionary bonus + Benefits and Opportunities
We are representing a leading Financial Advisor with an emphasis on Investment and Portfolio Management. Established in 1979, they now offer a world-class service to a world-wide audience and have successfully grown their assets under management to a significant £64bn.
Their financial planning department provides regulated advice to clients and prospects on areas of business such as Pension Transfers, Bond Surrenders, Investment Taxation and Structure Suitability. Their team requires a paraplanner to join them ASAP to assist with the financial planning operations.
Responsibilities in this role include:
- Review prospective clients’ existing pension and investment bond arrangements to determine whether a transfer is suitable.
- Review and assess the ability ongoing management within existing pension or investment bond structures
- Provide direct communication of Financial Planning advice to prospective and/or existing clients
The role requires you to be level 4 Diploma qualified, or at least 80% towards. You must have sound knowledge of the financial planning process and principles as well as excellent written and verbal communication skills.
In return, you will receive a competitive salary of £40,000 per annum along with a bi-annual discretionary bonus. The company also offers private health cover, a pension scheme, dental care, cycle to work scheme, discounted travel (commuter subsidy), and full exam support and opportunities for progression.
If you would like more information about this role and or wish to be considered for the position, please contact Louise Sheppard on 0117-9450-450. Please quote reference 11707