North Oak Recruitment
Market Harborough
13 Feb 2018
21 Feb 2018
Contract Type
Full Time
Paraplanner - Award Winning IFA Organisation

South Leicestershire

To £40,000 depending on level of experience + benefits (ref AL714)

My client is an award winning IFA who specialise in the provision of financial advice, tax planning and business consultancy services. They are now looking to expand their existing support teams further by appointing an experienced Paraplanner.

The main purpose of the role is to provide a full professional support function to planners.

Your day to day role will involve:

Prepare and maintain client files
Build cash flow models
Prepare recommendations
Oversee implementation of recommendations
Prepare for client reviews
Professional Qualifications:

CII qualified, ideally to Diploma Level 4

Excellent understanding of the financial planning process
Good report writing skills
Proficient IT skills. Basic word processing and spread-sheet knowledge
Minimum 3 years’ experience working within a financial planning company
Experience using cash-flow forecasts preferable
Have achieved the Certificate of Financial planning (or equivalent) and working towards Diploma
If you have the required skills and qualifications, then please apply in confidence to Angela Liscombe at North Oak Recruitment, with an up to date CV

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