Paraplanner / Part Qualified Paraplanner

Recruiter
Mansion House Recruitment Limited
Location
Southampton
Salary
28000.0000
Posted
15 May 2017
Closes
13 Jun 2017
Contract Type
Permanent
Hours
Full Time

An exciting opportunity has arisen for a Paraplanner/ Part Qualified Paraplanner to join an established IFA firm based in Southampton. To be considered, you are currently either a part-qualified paraplanner on route to being a paraplanner or you maybe a fully qualified Paraplanner looking for a new challenge. The role is to support the financial planning team across the following key areas:


* Undertake research and analyse provider products and funds
* Prepare files for client meetings and review
* Produce compliant recommendation reports
* Liaise with clients, providers, and advisers

Key Skills

  • Strong organisation skills with the ability to manage your workload to meet deadlines
  • Strong industry/technical knowledge essential, as is the desire to maintain this; relevant qualifications in financial planning helpful
  • The firm would be happy to support the successful candidate in furthering their qualifications and training if appropriate.