James Phillip Financial Recruitment have just taken on a new client, highly successful IFA practice, based in a business park in Basildon (just off A127) with free parking. They are now seeking an experienced Paraplanner (minimum 3 years) to provide assistance to their senior consultants in achieving new business targets through researching and preparing sales literature.
- Prepare suitability letters in accordance with the agreed recommendations and in cooperation with the Report Writing team where applicable.
- Complete application/proposals forms where required.
- Ensure all compliance paperwork is in order.
Liaise with the Client Support team to ensure any recommendations are correctly implemented
The role will involve producing a report for the IFA giving a full summary of the client and the options being considered.
The successful candidate will be Diploma qualified and will be looking to advance their status in the coming years. The brokerage is happy to pay for any relevant exam study material. You will have:
- Excellent interpersonal skills, both oral and written.
Salary based on experience and qualifications will start at £34k - £39k
You will have energy, enthusiasm and drive, and be highly motivated. You will be joining a successful but solid company who offer excellent opportunities to progress your career.
Paraplanner, paraplanning, senior paraplanner, technical analyst.