Paraplanner

Recruiter
Mansion House Recruitment Limited
Location
Southampton
Salary
28000.0000
Posted
11 Mar 2017
Closes
10 Apr 2017
Contract Type
Permanent
Hours
Full Time

An exciting opportunity has arisen for a Paraplanner to join an established IFA firm based in Southampton. To be considered, you are currently either a trainee paraplanner on route to being a paraplanner or you maybe a fully qualified Paraplanner looking for a new challenge. The role is to support the financial planning team across the following key areas:
* Undertake research and analyse provider products and funds
* Prepare files for client meetings and review
* Produce compliant recommendation reports
* Liaise with clients, providers, and advisers

Key Skills and experience required:

  • Strong organisation skills with the ability to manage your workload to meet deadlines
  • Strong industry/technical knowledge essential, as is the desire to maintain this; relevant qualifications in financial planning helpful
  • The firm would be happy to support the successful candidate in furthering their qualifications and training if appropriate.