Paraplanner

Recruiter
Oraculum
Location
Farnham
Posted
03 Mar 2019
Closes
29 Mar 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Due to ongoing business success and expansion this well established IFA is seeking a new Paraplanner to support the team. This is a great career opportunity in a growing professional company.
Working in a small team environment, working directly with the Financial Advisor & Personal Assistant.
The Paraplanner shall provide full technical support to the team in terms of technical meeting preparation, and Suitability Letter writing for all transfer, replacement and new business cases, drawdowns, drawdown reviews, protection and EIS/VCT letters.
This role would be particularly suited to someone seeking a long-term career as a Paraplanner, and shall be Part or Fully Diploma level 4 qualified, with a view to working towards Chartered status.
The role is available on a Full time basis.
Role Content
The Paraplanner role will compile of a mix of Technical and Administrative duties.
Personal Attributes
• Career Paraplanner, focused on continual professional development.
• Self-motivated without the need to work under direct supervision.
• Comfortable working both with a team and alone.
• Excellent communication skills.
• Ability to be able to adapt to last-minute changes.
• Enjoys working on a 1:1 basis with the business owner and building close relationships with clients.
• Ability to be able to deal with High Net Worth (HNW) individuals at ease and understand their needs.
• Excellent attention to detail and good level of suitable first time compliance rates.
• Methodical and thorough work style
• Well-presented and professional.
Technical skills requirements
• Part or Fully Diploma qualified (DipPFS)
• Prior experience in a similar Paraplanning position.
• Highly computer literate, excellent knowledge of Microsoft Office products, Word, Excel, PowerPoint and Outlook
• Cashflow planning software knowledge
• SWIFT experience
For a full job description and further application details, please APPLY now.
Please note that due to IFA regulations, RB and credit checks will be required.
We look forward to hearing from you

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