Financial Adviser jobs in Bingham

Are you an experienced Paraplanner looking for a full-time role where your expertise will be appreciated and rewarded?

Join our close-knit, supportive team and play a key part in delivering exceptional service for our growing financial planning business.

We are offering a competitive salary and excellent benefits including study support, 25 days holiday plus bank holidays, 8% pension contribution, medical insurance, free parking and host of others.

We are guided by our values to be competent, act fairly, think innovatively, challenge respectfully and speak honestly. If you share our values, please apply, wed love to hear from you.

What you'll do as a Paraplanner:

• Building and manipulating financial lifetime goals and co-writing suitability reports that include the necessary technical language but are also written in a way that clients understand.
• Client data analysis and recording.
• Product research.
• Co-produce post review ongoing suitability letters.
• Liaising with the administration team to ensure the best outcomes.

What were looking for:

• At least two years paraplanning experience.
• CII Certificate in Paraplanning or CII level 4 Diploma or equivalent and the desire to pursue further FP qualifications.
• An in-depth understanding of financial planning products and tools.
• A comprehensive understanding of the regulatory framework and the systems and controls that are in place.
• Consistently able to deliver excellent service to customers.
• Takes a problem with solution approach when challenges arise and able to present the adviser with the best options.

Why join us?

Established in 1978, Optimum Path is an award-winning team of highly qualified and extremely experienced financial planners. As one of only a handful of financial planning firms in the UK to be awarded both Chartered and Accredited status, our clients know that they are in the best of hands. As a Paraplanner youll be an essential part of our success.

How to apply:

We're partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 40 days but may close early if a suitable candidate is found.

Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted.

To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.

Apply now and take the next step in your career with us!

Job Type: Full-time

Pay: £40,000.00-£45,000.00 per year

Benefits:

• Company pension

Schedule:

• Monday to Friday

Work Location: In person