A leading IFA is currently seeking a Paraplanner who holds Financial Services experience and has progressed with exams towards Diploma.
The role will be suitable to someone who has a background as an administrator within the financial services industry, either working for an IFA or an Insurance Company. A previous adviser with relevant experience will also be considered.
You will have attention to detail, customer services and excellent communication skills. A working knowledge of investments and pensions administration is essential.
The ideal candidate should have a current working knowledge of Pensions transfers and IHT planning. The role requires an individual who is experienced in working to deadlines, prioritising workload, project management and providing a high level of customer service at all times. To be successful, you will be progressing toward your Diploma qualification, although our client will assist you,and have gained the relevant experience noted above.