Paraplanner
Job Type : Permanent, Full Time
Salary : £30000 – £35000/annum
This is a Chartered company based outside the city centre that offers bespoke financial planning to a range of clients nationwide. With specialist expertise on investment management, pensions and mortgage solutions, they pride themselves on developing long-term financial plans for clients whilst delivering exceptional customer service.
The Opportunity
During a period of expansion, a position has arisen for a Paraplanner to support the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment with a great office atmosphere, where progression is strongly supported. Some duties may include:
*
* Suitability reports
* Maintaining the accuracy of client information and assisting with the ongoing management of the client
* Interacting with clients in an efficient and professional manner
* Administration of both new and existing business, ensuring compliance and process procedures are followed
* Research and analysis
* Possible opportunity for involvement with investment analysis
What’s needed to be considered?
In order to be considered for this unique opportunity, candidates need to have –
* Level 4 Diploma qualified or working towards this is required
* Previous experience within a fast-paced IFA Practice
* High level of analytical capability and good communication skills
* Good Pensions & Investments product knowledge
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career
