Paraplanner

Job title: Paraplanner
Location: Essex
Industry: Financial Services
Salary: £40,000
Reference: 1093
Contact name: Jodie Murray

Job description

Boxtree Recruitment have been engaged to source a Paraplanner for a very exciting, growing and successful Wealth Management company, in Rayleigh.


Responsibilities:

  • The successful candidate will be responsible for providing strategic support to the Financial Advisers of the firm, each responsible for over £30 million of funds under management.

 

  • The role would suit a personable and pro-active candidate that will have exposure to a wide range of activities. This exposure allows the candidate to develop transferable skills as well as strengthening their industry knowledge.

 

  • The core purpose of the role is to provide a technical service to an adviser in order to provide the client with a positive professional experience.


Required:

  • Diploma level 4 Qualification / Working towards / Qualified by experience
  • Good IT office skills including Word, Excel, Outlook, internet
  • A sound knowledge of financial planning
  • Develop and maintain systems and procedures which improve the efficiency of client case preparation and submission
  • Confidence and the ability to use initiative


Benefits:

  • This is a real opportunity to grow with the business, shape your role and make your mark
  • The company support continued professional development
  • Up to £40,000 (Depending on skills / experience)
  • Pension - 6% company contribution for 3% employee contribution
  • Group life scheme which is 4 x salary



Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.

Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide Boxtree with your explicit consent to process your personal information which we will re-qualify by contacting you. A copy of our privacy policy outlining how we use and store your personal data is available to view on our website. You can request to be ‘forgotten’ by emailing Lacee Watts please see email via our website).

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Jodie Murray

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