Paraplanner - Financial Planning Firm

Paul Charles Recruitment Ltd
15 Mar 2017
14 Apr 2017
Contract Type
Full Time

Our client is a successful, reputable and busy Financial Planning/Wealth Management Firm, and they are looking for a highly experienced, qualified and professional Paraplanner to fully support the MD of the company.

This is a true Paraplanning role including research, report writing, client liaison etc. They are looking for an experienced Paraplanner and an individual who is keen to study to chartered level, and who can offer skills in addition to those of the adviser to provide the client with a positive professional experience.

Alongside the Paraplanning/report writing role, there will also be some general administration tasks to carry out. You will need excellent report writing skills, the ability to analyse statistics and to conduct research for appropriate providers and investments along with a good understanding of compliance issues.

The applicant will need to have excellent time management skills as well as a high level of interpersonal and IT skills, including a good understanding of Iress/Avelo and if possible Prestwood Truth software.

This is a friendly organization. You must be a hardworking individual - you will be rewarded with a very competitive salary (dependent on qualifications and experience,) excellent benefits package, exposure to interesting cases and have a great work-life balance. This is a full time role.