Our client is looking for an experienced Paraplanner to join their growing team.
*Assessment of files/holdings following client meetings.
*Liaising with advisers, providers, administrators and managers.
*Producing high quality compliant suitability reports.
*Undertaking fraud analysis.
*Problem solving on complex cases.
*Cll Certificate in financial planning or at very least working towards this.
*A high level of technical expertise and knowledge of pensions, protection, investments and IHT planning.
*Experience of working for an IFA in a similar role.
*Candidates must be organised and professional ; able to meet deadlines and have excellent timekeeping skills.
*Competent when using IT and possess a good knowledge of Microsoft office.
*Able to demonstrate extensive experience in writing technical suitability reports and conducting high - quality fund research.
*Experienced in providing administrative and technical support advisors.
*Financial Diploma qualified; or at the very least working towards this status.
Salary - £25,000 - £43,000 year
Required Experience: Par planning 2 years
Required education: Diploma
Required Language: English
This job was originally posted as www.jobsite.co.uk/job/960293204