Match Recruitment
From £25,000 to £35,000 per annum
30 Sep 2017
07 Nov 2017
Contract Type
Full Time
One of our bespoke and individual clients are looking for a Paraplanner to join their friendly and enthusiastic teams based in Gloucester. This is an exciting opportunity for someone to become part of an excellent company who pride themselves on delivering outstanding quality advice and service.
The role
  • Undertake whole of market research on all aspects of the market including pensions, investments, protection and tax solutions, both on a client specific basis and as part of our regular reviews of the marketplace
  • Analyse a client’s circumstances, objectives and existing arrangements in order to prepare an appropriate recommendation for discussion with one of our two advisers
  • Finalise the recommendation in a professional, compliant Suitability Report
  • Oversee the successful implementation of the advice, with the full administrative support of the team
  • Provide technical and administrative support to the advisers to assist them in answering day to day queries from clients and to support them as they look to fully deliver on their service proposition and attract new business
  • The person:

    • Pride in their work and a commitment to delivering high quality solutions and service to clients
    • Previous experience working as a Paraplanner within an IFA practice
    • Level 4 Diploma qualification as a minimum, with a willingness to continue to maintain their technical knowledge
    • An excellent attention to detail and first-rate written skills
    • Good communication skills to liaise with both providers and clients
    • Ability to manage their own workload
    • A desire to find a long term home, where their contribution to the businesses success will be recognised and valued
    The company offers pension, funded study and entitlement to the company's generous bonus scheme. There is also scope for career progression as the business continues to expand.
    Salary £25,000 - £35,000 Monday - Friday one of which will be based in the Bristol Branch
    If you are looking for an exceptional opportunity to join an award winning company then please contact us as soon as possible to discuss this role
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