Paraplanner - Reading to £30k

29 Apr 2017
29 May 2017
Contract Type
Full Time

You have the opportunity to join an award winning firm of Independent Financial Advisers with an excellent reputation for creating impartial financial solutions for both individuals and companies as a paraplanner.

The Paraplanner role will be suitable to someone who has a background in paraplanning in particular in the At-Retirement market. You will have good writing skills with the ability to conduct research especially in connection to retirement and pension planning.

To be successful in the Paraplanner role, you will experience within the financial services; strong technical knowledge, and have gained the relevant experience. You will have experience in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports, as well as providing support to other members of a paraplanning team particularly on technical and support matters.

You will also be a good communicator and have a working knowledge of the financial services industry in particular in relation to the At-Retirement market and defined benefit pension schemes.

You will be computer literate with the ability to use Microsoft Office.

A working knowledge of defined benefit schemes and retirement options including pension flexibility is essential.

You should be at or close to diploma status or studying towards it.

You will be offered a range of employee benefits which includes 23 plus days holidays, Company Pension Scheme, Private Medical Insurance, 4 x Death in Service.