Root2 recruitment Ltd
26 Sep 2017
03 Nov 2017
Contract Type
Full Time
An exciting opportunity has arisen for an Experienced paraplanner to join a dynamic family owned Financial firm Are you an experienced Paraplanner looking for your next challenge? Do you want to be part of a growing company and for your efforts to be recognised? The Company A friendly family owned IFA firm offering a wide range of financial services. Our client has a wealth of knowledge and experience behind them and they pride themselves on offering an exceptional personal service to their clients. The Position To provide a professional level of Paraplanning support to the business, reporting mainly to the MD as well as the company's team of advisers. Role responsibilities will include: - Taking responsibility for personal paraplanning administrative duties making sure that arrangements are compliant with FSA Regulations - Assisting the MD in drawing up templates for company report writing procedures which are easy to understand and use and are compliant within FSA Guidelines. - Ensuring that all relevant "money laundering/proceeds of crime" checks are made in relation to your area, making the MD aware of any concerns as soon as practicable. - Keeping up to date with legislative changes, attending seminars, briefings and meeting with broker consultants relevant to the Paraplanning role. Benefits will include: - Salary Circa £40k depending on experience. - 25 days' annual leave, plus bank holidays. The person The successful team player will have worked within an IFA or wealth Management environment as a paraplanner. This is a busy role and would suit a confident and proactive professional. Having a "can do" working style would complement this role greatly. You will be hardworking, organised and be able to manage your work load efficiently and effectively. Knowledge, Skills & Experience required - Completed Diploma in Financial Planning - Previous experience of Paraplanning within a financial services organisation - Excellent attention to detail and accuracy - Excellent communication skills. Location - The role will be based at their Kettering offices Key Words: Paraplanner, Financial, Kettering, Northamptonshire, Corby, Wellingborough, Northampton,
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