Clark James are currently working with a leading IFA/Accountancy practice that is in search for a Diploma Paraplanner to join their exciting and expanding team. This successful company offers a holistic Financial Planning Service within pensions and investments
Our client is looking for a strong and modern technically minded Paraplanner looking to progress their career.
The environment in which the candidate will be working is fast paced, dynamic and progressive with the opportunity to forge along term and rewarding career.
The role of the successful Paraplanner will be to provide support to a group of highly productive Financial Planners. You will be carrying out technical research on a full range of financial planning products and service. Write comprehensive and compliant detailed strategy and suitability reports.
A strong understanding of the overall financial planning process and thoroughly understand the need to putting clients’ wishes at the centre of your work as this underpins the ethos of the business.
The successful Paraplanner should ideally have experience in a similar role, Diploma qualified or working towards and excellent report writing skills
Please apply for an immediate response.