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Synergypersonne

£40-45K. WFH 1 day per week

Paraplanner – Rutland – £40-45K

GD1424

Paraplanner – Rutland – £40-45K

Are you a detail oriented Paraplanner looking for an exciting opportunity to work with a well established Independent Financial Advisor (IFA) firm in Rutland?

We are working with a leading IFA firm in Rutland and they are seeking a skilled and motivated Paraplanner to join their dynamic team. This is a fantastic opportunity  for an experienced professional to thrive in a supportive environment where career development is strongly encouraged.

ABOUT THE ROLE:

As a Paraplanner, you will play a pivotal role in supporting the financial advisors in delivering exceptional financial planning services. Your responsibilities will include:

  • Preparing detailed and accurate suitability reports and recommendations.
  • Conducting thorough research on financial products and investment strategies
  • Assisting with client reviews and maintaining up to date client records.
  • Liaising with financial providers to gather relevant product information.
  • Ensuring compliance with regulatory requirements and company policies.
  • Providing technical support to advisors and being involved in complex case preparation.

ABOUT YOU:

To be considered for this role, you will need to have a minimum of 2 years experience as a Paraplanner within a Financial environment with a working knowledge of financial planning, pensions, investments, and protection products. Furthermore, you should also have the ability to work independently, manage multiple tasks and meet deadlines.

WHY JOIN THIS FIRM:

You will be working in a highly supportive environment with ongoing training and development  opportunities with a salary of £40-45K (dependent on experience). There is a real focus on staff welfare, and work-life balance within the stunning location of Rutland. There is the opportunity to work from home 1 day per week with this role.

GD1424

Paraplanner – Rutland – £40-45K

To apply for this job email your details to gavin@synergypersonnelservices.co.uk