Paraplanner

Recruiter
North Oak Recruitment
Location
Leicester, UK
Salary
Competitive
Posted
13 Sep 2019
Closes
29 Sep 2019
Ref
1262127597
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner

Leicester (ref AL903)

Salary to c£35,000 + benefits

My client is a very well-established IFA and they are now looking to appoint an experienced Paraplanner to join their existing team.

The role of the Paraplanner:

·To provide paraplanning support to a small team of IFAs
·To carry out research and analysis of the clients current financial situation
·To collect full data required in order to create a comprehensive financial planning report
·To liaise with the Adviser throughout the process
·To ensure compliance requirements are adhered to
·To attend client meetings where appropriate
·To carry out quarterly valuations

The Person:

·Previous Paraplanning experience
·CII qualified, ideally although not essentially to Level 4 Diploma
·Good technical knowledge within life, pensions and investments
·IT literate
·Able to prioritise workloads and work to deadlines

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