Paraplanner (Part Time) job in Bath, Bath and North East Somerset

apply for Paraplanner (Part Time)

Apply for Paraplanner (Part Time) job in Bath, Bath and North East Somerset, Somerset, United Kingdom. Accounting/Financial/Insurance jobs in Bath, Bath and North East Somerset.

CV-Library jobs

Job Title: Paraplanner (Part Time)
Job Type: Part Time
Location: Bath, Bath and North East Somerset
Salary: £35000 – £47000/annum pro rata
Company: CV-Library
Category: Accounting/Financial/Insurance
Benefits: pro rata

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Job Description: Skills Direct Ltd are delighted to be actively recruiting for our clients, who are regarded as one of the leading wealth management organisations in the UK. Based in the world heritage site of Bath.

An excellent opportunity has arisen for a Paraplanner to work within a highly successful Wealth Management Partner Practice on a part time basis (25 – 30 hours per week). You will be joining the fast paced Paraplanning team based in their busy office in the centre of Bath.

The Role

Producing Suitability Reports for all areas of financial planning; Protection, Investment, Retirement and IHT Planning
Collating information from the clients existing schemes to enable these to be reviewed accordingly
Managing client relationships whilst their new investments are set up with St James’s Place
This is an amazing opportunity for the right candidate to join a successful and growing advisory practice, with scope for progression and career development.
Experience Required

Must have Defined Benefit experience
AF3 Preferable but not essential
Experience within St James Place preferable
Diploma in Regulated Financial Planning essential
Excellent time and self-management skills
Ability to work effectively both on your own and within a team

OTE £40,000 – £47,000 Depending on experience (pro rata 25-30 hours per week)
Free parking space
PMI after 6 month probationary period
5% + 3% pension after 6 month probationary period
Job Types: Full-time, Permanent

Salary: £35,000.00 to £47,000.00 /year pro rata – 25-30 hours per week

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