We're hiring!

Monday 23 October 2017

We are seeking a Paraplanner to join us on a Full Time basis in Cramlington, Northumberland. Salary: circa £30,000 - £45,000 depending on experience and qualifications.

 

The Company:

Explore Wealth Management Limited is a well-established forward thinking Independent Financial Advisers located in Cramlington, Northumberland.

We were established in 1978 and from these humble beginnings we are very proud of what we have achieved to date including being voted as one of the Top 250 advisers in the UK by VouchedFor.

 

Overview:

We are looking for a Paraplanner to join our busy team in Cramlington, on a permanent basis working in a strong team-focused environment.

 

Specific tasks and attributes include:

  • Preparing suitability letters, reports and recommendations for areas including; investments and pensions.
  • Product and fund research
  • Prepare cash flow models
  • Formulate illustrations and proposals whilst undertaking research to support recommendations
  • Provide technical support to complex client queries
  • Working closely within a team of financial planning consultants and administrators

 

This is an excellent career development opportunity for an experienced Paraplanner to join our prestigious firm in Cramlington.   In return for experience and hard work, a competitive salary will be on offer, commensurate with experience and abilities.

 

Essential experience/Skills:

  • Paraplanning experience
  • Level 4 qualification, or Diploma in Financial Planning, or be close to obtaining this
  • Excellent communication skills, verbal and numerical
  • A keen eye for detail
  • A good knowledge of life, personal pensions, trusts and investment products

 

If you would like to join Explore Wealth Management Ltd as a Paraplanner then please email a copy of your CV and a covering letter to Paula Jackson, Client Services Manager at: Paula@explorewealth.co.uk