Paraplanner

Recruiter
Reed
Location
Totnes, UK
Salary
Competitive
Posted
16 Jun 2019
Closes
20 Jun 2019
Ref
1158078946
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client is a well established IFA firm delivering rich and rewarding experiences for clients with bespoke solutions to achieve their financial goals. Due to growth within the business, they are now looking for a dedicated and efficient Paraplanner to join them.

The role is to provide vital technical support to the Financial Planners and a positive experience for their clients. You should be highly qualified and able to contribute to the advisory service by reviewing, analysing and preparing compliant recommendations for the clients. As such, it is expected that you are be able to research and prepare excellent suitability reports that are in accordance with the investment philosophy and client values.

The successful candidate will also be required to keep up-to-date with product knowledge, ensure they maintain positive working relationships with internal and external stakeholders and communicate in a confident and friendly way. A client-focused approach is essential as their clients are at the centre of everything they do.

But it's not just what you bring....

You will receive a competitive salary and benefits package including pension scheme. In addition, there will be opportunities for career progression to match your career aims and ambitions.

To be successful in this role, candidates must...

Have 3+ years financial services experience.

Be qualified to level 4.

Have detailed knowledge of pensions, investments and estate planning.

Be articulate in both verbal and written communication.

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