At jch: we are constantly looking for great talent to join our team. If you believe you have what it takes to be part of jch: we would love to hear from you. In the first instance, please contact John Hebblethwaite, Chief Executive Officer, with your CV.
We are currently seeking to recruit a Paraplanner to join our well-established chartered financial planning firm. Based from our offices in Lincoln, you will be required to provide technical support to a team of financial planners.
You will require in-depth experience as a paraplanner within an established organisation. You will be able to demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality complex suitability reports
The role would suit a career paraplanner who does not wish to be an adviser but does want to be a key individual within a thriving business. Demonstrating a strong technical knowledge of all financial products and with experience of DB transfers desirable plus:
At least Level 4 diploma qualified.
A minimum of 3 years' experience as a paraplanner or ex- adviser.
A very good attention to detail imperative.
Be an effective communicator, verbally and in writing
We offer a competitive salary, benefits and a culture focused around providing the best client and experience and team environment. As a chartered practice we promote and support ongoing development of your skills.