Paraplanner
CKB Recruitment Ltd · Bispham, England ·
Paraplanner Blackpool | Circa £35,000–£45,000, negotiable depending on qualifications and experience | Full-time CKB Recruitment is working with an established and growing insurance and financial-planning business seeking an experienced Paraplanner, or someone progressing towards a fully-fledged Paraplanner position.
This is an excellent opportunity to join a friendly, personable team where you will be trusted to play an important role in supporting the delivery of high-quality financial advice. There is genuine scope for progression as the business continues to grow, including the potential to develop towards a Trainee Financial Adviser position for someone with the right ambitions.
The Role Working within the financial-planning division, you will support a full-time Financial Adviser and work alongside an experienced Administration Manager.
Your responsibilities will include
Preparing detailed and compliant suitability reports after receiving completed fact-finds from the Adviser Producing accurate annual review packs Conducting research and gathering the information required to support suitable recommendations Maintaining accurate and up-to-date client records Liaising closely with the Adviser and Administration Manager Ensuring cases progress efficiently and meet relevant compliance standards Using Intelligent Office as the company's back-office system Supporting the continued development and growth of the financial-planning division About You The business is open to considering either an established Paraplanner or someone currently working towards becoming one.
Ideally, you will have: Previous experience within a financial-planning or wealth-management environment Experience preparing suitability reports and annual review documentation A good understanding of the financial-advice process Working knowledge of Intelligent Office Strong written communication and report-writing skills Excellent attention to detail and organisational ability Relevant financial-planning qualifications, or be actively working towards them A friendly, personable and collaborative approachCandidates interested in progressing towards a Trainee Financial Adviser position are also encouraged to apply.
The Business and Culture The wider group employs 21 people across two companies, with 19 working within general insurance and two currently supporting the financial-planning side...