Paraplanner
Job Type : Permanent, Full Time
Salary : £30000 – £40000/annum
The opportunity for an experienced Paraplanner to join a National Wealth Management Practice who provide exceptional training and study support to sustain their Chartered status.
The Opportunity
During a period of key expansion, our client is looking for a technical Paraplanner to support the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment where progression is strongly supported, and rewarded with a comprehensive benefits package
Duties may include:
* Review fact finds, file notes, client risk profile questionnaires to gain an understanding of the client requirements
* Undertake quotes using relevant in-house platforms or request quotes from external providers.
* Undertake the necessary research and analysis (fund switches, product comparison/ analysis etc)
* Compile suitability reports detailing the recommended advice to suit the client’s needs, uploading the report into the system for the Financial Adviser to pick up remotely.
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
* Previous experience within a fast-paced IFA Practice
* High level of analytical capability and good communication skills
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.
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner
