Are you a Paraplanner keen to join a respected IFA firm providing specialist advice to teachers, doctors and other professionals?
The parent company of our client is a firm of respected Chartered Accountants with offices across the South West. They are directly authorised offering full independent financial advice, specialising in financial planning services to teachers, doctors and other professionals throughout the UK with their IFA’s based in their offices and working remotely across the UK. Due to continued increase in business levels, they are keen to develop their support team by recruiting another Paraplanner.
Roles and responsibilities
The business provides independent financial planning advice to teachers, doctors and other professionals. As a Paraplanner, your duties will include: undertaking research based on the clients’ needs; developing standard letters to the client to suit the recommendations made; and liaising with the Financial Advisers to ensure tasks are organised / undertaken within a compliant manner and timeframe. You will be aided by their team of Administrators.
Requirements to be considered
In order to be considered for this role, you must be able to understand and develop suitability letters. Ideally, you should have experience as a Paraplanner and be Level 4 Diploma qualified, however they will consider candidates with lesser experience / qualifications (such as a Senior Administrator and/or working towards DipFA).
- Salary of £22,000 - £30,000 dependent upon experience and qualifications
- You will be joining a current support team of 4 Paraplanners and 6 Administrators support
- Office based role with free car parking onsite
- Joining an acknowledged IFA division within a Chartered Accountancy firm
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