Paraplanner

Posted 17 May by Alderley Park Recruitment
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Alderley Park Recruitment are looking to recruit a Paraplanner for our Financial Planning client based at their offices in Alderley Edge. The role is based on site and is paying a salary between £30,000 - £40,000 DOE.

If you are someone who believes in real independent lifetime financial planning; would revel in the detail of building financial plans and 'what if’ scenarios helping clients achieve their life promises to themselves, then you might be perfect for this role. Our client wants someone who loves the grind, is curious and passionate about the detail and has the ability to conduct themselves with humility and integrity in any given client situation.

What do they ask in return?

That you bring your whole self to work. That you care deeply about the work you do and the influence you have on someone's experience of working with the business, what they offer and how they go about engaging with their clients.

They recruit on their shared values of being a 'dog with a bone', being ruthlessly organised, and being a brilliant communicator.

They want you to be yourself, but they also want you to join a team devoted to their clients.

Our client wants you to be comfortable and happy in all you do. They will help you be able to build and develop a career with them.

They will check in with you a lot to ensure you’re doing well, and your career plan is on track.

Benefits

Company-wide annual bonus scheme.

5% e AXA PMI.

BUPA cash plan.

Death in Service with 4 times cover.

Employers pension contribution

25 days holiday plus all bank holidays = 33 days.

1 extra day holiday on your birthday.

Study support up to Chartered and beyond, covering the initial cost, study, and exam day leave.

Flexible working hours between 8am & 7pm.

Fresh fruit every day and free on-site parking.

Free tea & coffee with kitchen Facilities.

A place to be listened to, heard and to thrive.

Smart casual dress code - feel comfortable; work better.

No stuffiness. Be yourself

Required skills

  • Financial Planning
  • Paraplanning
  • Report Writing

Reference: 52677758

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