Paraplanner

5 Days Old

We here at Siamo Recruitment are working with one of the UK's Wealth Management Powerhouses looking to grow with a strategic Paraplanner to join a family feel firm to push them and their clients to the next level. You will be the gel between your FA's and their clients to ensure the business runs smoothly.
This is a development opportunity offering this Paraplanner stability, responsibility and variety within a well renowned firm.
What benefits are attached to this Paraplanner opportunity?
25 days holiday (plus additional one each year) Buy additional holiday allowance Up to a 20% annual bonus scheme (performance based) Hybrid working offering 2 days from home Early finish Friday's Life cover 4x salary Pay for relevant industry training materials, course and exams Recruitment referrals bonus 2 hours off for your birthday Fresh fruit, cereals and porridge provided daily
This Paraplanner role will hold the below responsibilities:
Work seamlessly with your allocated FA's Produce Suitability Letters Produce CFRs Provide a point of contact for all queries pertinent to your role from the team Provide technical support to the team Use initiative to locate answers and helps others use their initiative to locate answers Communicate with pr...
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Location:
Gloucestershire
Salary:
£45,000
Category:
Accounting & Finance

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