Taunton, United Kingdom | Permanent, full-time
| £25,000 - £28,000 per annum
Ref: MB146 (2 weeks ago)
Location: Taunton Town Centre (parking available on-site)
Salary: £25,000 - £28,000 per annum
Work Hours: 09:00 – 17:00 (45-minute lunch)
Holiday: 22 days per annum plus bank holidays. Rising to 25 days upon completion of 5 years’ service

A fantastic opportunity has arisen for a Paraplanner to join a highly successful award-winning independent firm of Chartered Financial Planners in Taunton. 

Key responsibilities of the role will include:
·         Maintain client portfolios within their risk profiles and obtaining client instructions for re-balancing where appropriate
·         Use of annual ISA allowance and ensuring all necessary accounts have enough liquidity
·         Drafting Initial Policy Summaries
·         Preparing Suitability letters for pensions, investments and protection business
·         Performing fund switching deals and peer review deals of other staff
·         Drafting cashflow forecasts
·         Liaising with clients by telephone, email and letter

It is essential you hold as a minimum DipPFS, CFP status desirable combined with a willingness to achieve Chartered status.

Our client is highly respected in the industry and are well known for their impressive staff retention and engagement. With a salary of £25,000 - £28,000 per annum and a fantastic benefits package which includes 22 days annual leave plus bank holidays, rising to 25 days upon completion of 5 years’ service, Private Medical, Life Insurance as well as the potential for a discretionary bonus twice annually, this is one of the most comprehensive benefits packages on the market.

To express an interest in this truly fantastic opportunity, please submit your CV immediately for consideration.

Change Recruitment Services Limited provides services as an Agency and an Employment Business. Change Recruitment Services Limited is committed to equal opportunities for all candidates.

Taunton, United Kingdom

Map showing Taunton, United Kingdom