An IFA practice based in Esher is looking for a Paraplanner to join their team.
The successful candidate will work alongside a team of Financial Planners and Support staff, providing clients with a highly technical and professional level of service.
Duties will include preparing client files and ensuring that all information and paperwork is present and compliant, undertaking research and liaising with third parties to prepare draft recommendations, preparing suitability letters and implementing recommendations, and acting as a main point of contacts for any client queries.
They are looking for an individual with five years experience in a similar role, ideally within a financial planning environment. A strong knowledge of financial services and financial planning is essential along with excellent report writing skills.
You will have 5 GCSE’s or equivalent, be QCF Level 4 Qualified and be working towards QCF Level 6; any additional, relevant qualifications would be advantageous. Additionally, you will be highly IT literate with knowledge of Microsoft Office, Iress and cash flow systems.
If you would like to apply for this vacancy, please contact Karen Halliday.