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Paraplanner - Remote

Posted: 06/12/24
Recruiter:Team Jobs - Commercial
Reference:2862434384
Type:Permanent
Salary:£35,000 - £40,000 Annual remote, flexi hours, medical insuran
Location:Portsmouth, Hampshire
Description:

Paraplanner - Full time, Permanent position, with flexible working hours!

Hybrid or Remote role

Salary up to 40,000pa (doe)

TeamJobs is looking for experienced Paraplanners to join our fantastic client, a leading Financial Planning company.

We are ideally looking for someone experienced in pension transfers and withdrawals. However for the right candidate, we would of course be happy to consider other paraplanning experience, as full training will be given.

Paraplanners will love working here because this role takes away everything client side (selling, advising etc) meaning you can fully focus on your role with as much admin as possible also taken care of for you!

The ideal candidate will bring:

  • Experience of supporting Financial Advisors
  • The ability to work to tight deadlines
  • Ability to work well under pressure at times
  • Ability to manage and prioritse your own workload
  • Excellent communication skills, both verbal and written
  • Confident relationship management at all levels
  • Industry qualifications beneficial, but not essential
  • Inheritance & Pensions experience desirable, not essential

Company benefits include:

  • Hybrid or remote working
  • Flexible working hours, to fit around your lifestyle
  • Private Medical Insurance
  • Fun and informative company events!
  • Excellent training, support and opportunities to grow
  • 28 days holiday + Bank Holidays + day off for your Birthday
  • Company pension
  • Free on-site parking if needed
  • Referral programme
  • Sick pay

If you are an experienced Paraplanner or qualified Financial Advisor looking to join a great company & enjoy a lovely work/ life balance we would love to hear from you!

INDCP

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