IFA Paraplanner

Recruiter
MKN Recruitment Limited
Location
Fareham
Salary
28000.0000
Posted
18 Mar 2017
Closes
17 Apr 2017
Contract Type
Permanent
Hours
Full Time

We are working with a successful IFA firm, who are looking to recruit a Paraplanner for their office in Fareham. You will be qualified in Financial Planning and have an excellent knowledge of investments, pensions and IHT

Paraplanner Responsibilities:

  • full report writing service to the team of IFAs including:
    • reviewing any existing holdings
    • research
    • report writing
    • provision of required key features and illustrations
  • Meeting compliance requirements and assisting advisers with any queries
  • Working to support and improve group policies

Paraplanner Requirements:

  • Diploma in Financial Planning or Certificate in Paraplanning.
  • Experience of working within a Paraplanning role is essential
  • good knowledge of writing technical reports
  • AF3 qualified is desirable but not essential