Integrity Resource Solutions
Weston-Super-Mare, UK
13 Jun 2019
18 Jun 2019
Contract Type
Full Time
Based in Weston Super Mare my client is seeking a Para-planner, to join this vibrant professional team, to support the Practice Principal / Financial Planner, providing high quality, compliant financial planning and advice to their clients. The role involves liaising with the Principal regarding clients' objectives, circumstances and requirements, analysing suitable options and preparing recommendations for the Principal to introduce to the client as part of their financial plan.

As a Para-planner my client is looking for an individual who is
  • Supportive and highly motivated
  • Be able to work in a fast moving environment with a successful sales team
  • Possess a professional "can do" attitude with excellent written and verbal communication skills
  • Good knowledge of FS business practices and generic knowledge in Life, Pensions and investment products.
  • Thirst for knowledge and a desire to excel in everything they do
  • Being responsible to a team of Financial Planners
  • Excellent interpersonal and communication skills
  • Computer literate.

The ideal candidate for the Para-planner position must have:-
  • Full Level 4 Diploma for Financial Advisers (Dip FA®)
  • 2-3 years' experience of working within an IFA environment as a para-planner or a senior administrator, with a good understanding of the IFA sales process

The successful applicant for the Senior Administrator/Trainee Para-planner role will enjoy a great package with the following benefits:-
  • Competitive salary package + excellent benefits including pension

If you would like to be part of this excellent opportunity joining the team of an established Financial Services company which continues to build upon its solid reputation for strong wealth management, holistic advice and excellent customer service, please forward a copy your CV for immediate short-listing.

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