Our client is a boutique IFA practice and due to continued growth of their client portfolio are now looking to recruit an experienced Paraplanner, who is either level 4 diploma qualified or close to completing the relevant exams.
They work with HNW individual and business owners across the city, and have 2 financial planning advisers and mortgage and a protection specialist.
The ideal candidate will be fully diploma qualified, have at least 2 experience of "paraplanning". You will be experienced in working with pension and investment products and producing research and report work on behalf of the managing director.
It would be an advantage if you have experience of working with FE Analytics, Select a Pension, Voyant and IO back office system. with knowledge of transact, Aviva and Fidelity platforms
This is a great opportunity to join a growing firm, with an established client bank. You will be actively encouraged to develop both in terms of professionally and personally.
Career development to an advisory role available if you wish to follow that route.
It is essential that you have a technical background and a solid understanding of the financial planning processes.
For further details please contact James at Market Talent