Experienced Paraplanner

Marmion Limited
07 Nov 2017
16 Nov 2017
Contract Type
Full Time

The firm:

My client is national firm with over 200 IFAs located throughout the UK. With offices based in some of the UKs major cities, they are synonymous for running a face-to-face operation with a bespoke offering, which has allowed them to grow a portfolio of very loyal clients.
Due to continual growth, they now seek a full-time paraplanner to assist an IFA on a 1:1 basis for 2 days a week, and to work amongst a pool of paraplanners with other IFAs for the remaining 3 days.

The role:

This is very much a traditional paraplanning role with a emphasis on:

  • preparing and maintaining client files;
  • preparing recommendations;
  • implementing recommendations and reviewing client files;

All in accordance of course with the compliance and regulatory framework of the firm.

The candidate:

You will have excellent senior stakeholder engagement and relationship skills with a keen eye for detail. My client has placed serious emphasis on experience over qualification. You do NOT have to be fully or partially diploma qualified. But what you WILL have, is solid and demonstrable experience of having worked as a paraplanner or in paraplanning capacity.

Though you may not have started your diploma studies yet, this is something you will absolutely have the desire and motivation to complete at some point in your career. For the right individual, this is also something my client will assist you with, if you show aptitude and loyalty.

Through the 1:1 support you are providing to an IFA, this will be an invaluable opportunity for you to gain some solid experience. So, if you are looking for a rewarding position with a company that will nurture your career, assist with your professional development and provide you with realistic progression opportunities, then APPLY NOW.

This job was originally posted as www.jobsite.co.uk/job/959477840