Paraplanner - Suffolk
Bury St Edmunds is home to a successful Financial planning practice and wealth manager that has seen steady and consistent growth since a management buyout 6 years ago. Since their split from one of the UK’s largest Tax and Accountancy Practices, they have gone from strength to strength, offering not only financial and wealth management advice, but also Accountancy, Tax and Estate planning and Trusts as well as Legal advice.
Due to their forever expanding client base, their financial planning department requires a paraplanner. The role will involve Research and Analysis and Bespoke Preparation of Recommendation Reports. A Paraplanner must have excellent communication skills with an ability to liaise with Clients, Colleagues and Advisers. They ideally are looking for someone that is comfortable making suggestions and recommendations to Advisers, someone who strives to find the most ideal solution for each client.
The successful candidate will have experience of working as a paraplanner within a wealth management/ financial planning practice previously, be qualified to Diploma Level 4 in Financial Advice as a minimum and be working towards chartered and will be up to date with UK regulation. If successful, you will be expected to maintain your industry knowledge and be aware of any technical or regulation change as well as have a natural interest in wider financial issues.
In return, my client will offer a competitive salary, 24 days holiday, matching employers pension of up to 6% of employee’s salary, PHI and PMI. Our client actively encourages professional development and allow study leave prior to exams as well as full exam support.
If you would like to find out more about my client or would like to apply for the role, please contact Louise Sheppard on 0117-9450-450 and quote reference 11668