Paraplanner – Swavesey (Cambridge)
The role will involve providing full paraplanning support to Directors and Associate Directors. They will be responsible for ensuring that investment and product instructions are carried out and records kept up to date, obtaining and analysing fund and product information and ensuring client files are compliant with FCA and Gibbs Denley compliance rules. The role will involve client contact by phone and in writing. They will be required to produce suitability and other reports.
Monday – Friday, 9 a.m. – 5 p.m. Full time.
- Holiday: 23 days per annum, increasing after 3, 6, 9, 14 and 19 years’ service.
- Flexitime available.
- Death in Service scheme 4 x salary.
- 3% of salary contribution into our Group Personal Pension with immediate effect.
- PHI – 75% of salary, less State benefits (benefits payable after 6 months’ absence from work).
To apply for this role email Jackie Abrey (email@example.com) with your CV and Cover Letter.
With offices in Cambridge, Bury St Edmunds and Chelmsford, we are always interested in talented people. Even if we don’t have a suitable vacancy for you at present, please send your CV to Jackie.firstname.lastname@example.org, and we will hold it for the future. We always respond to applications.
Please note that we cannot accept responsibility for the security of any email sent to us by standard email.