Paraplanner (Corporate)

Vision FS Recruitment ,
London, Greater London
More Details
Job Type: Full-time
Salary: £35,000 per annum

Overview

Paraplanner (Corporate) Location: Croydon, South London Minimum Requirements : Studying for Diploma in Financial Planning, Group Protection or Healthcare experience Salary/package : Up to £45,000 bonus pension healthcare 25 days holiday career path to Corporate Adviser YOUR NEW COMPANY A leading Employee Benefits and Chartered Wealth Management firm based in Croydon, South London is looking to hire a Corporate Paraplanner. The company is one of the most forward-thinking and innovative in the South East, regularly winning national awards and officially one of the Top 20 UK. The business has outstanding, open-planned offices and is committed to developing the long-term careers of all of its staff. THE ROLE Reporting to a Corporate Adviser, the Corporate Paraplanner's key duties will include: Preparation of suitability reports Quotes for new and existing benefit schemes Preparation of renewal reports for Healthcare and Group Protection EB schemes Yearly governance reports for an employer’s workplace pension scheme Product research REQUIREMENTS Candidates will require the following pre-requisites to apply for the Corporate Paraplanner role: CII Diploma in Financial Planning qualified OR studying towards the Diploma Group Protection or Healthcare experience preferred Strong communication skills REMUNERATION / PACKAGE A base salary of up to £45,000 Annual bonus 25 days holiday Pension (4%/5%) Healthcare Study support Other flexible benefits Career path to Corporate Adviser Next Steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV. Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.

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