A new vacancy has arisen for a Paraplanner to join a new department within a large Chartered Financial Planning firm providing holistic advice. The role will involve working closely with a team of Financial Planning Consultants, providing technical support by way of product research, recommendations and compiling suitability reports. You will also undertake annual reviews for existing clients and be responsible for maintaining procedures for the back office. Ensuring all research material is on file and records are organised and researching investment funds on an ongoing basis.
This is an excellent career development opportunity for an experienced Paraplanner to work with large and complex financial solutions in a prestigious firm.
Candidates applying for this vacancy must be experienced Paraplanners and have attained Level 4 Diploma or working towards. You will have excellent knowledge of the key areas of financial planning including trusts, personal taxation, pension legislation, protection and investment principles. Looking for strong interpersonal skills, attention to detail, excellent written and verbal skills and computer literacy - ideal candidates will also be familiar with industry-specific applications.