Paraplanner

Recruiter
Reed
Location
Albury, UK
Salary
Competitive
Posted
14 Sep 2019
Closes
25 Sep 2019
Ref
1249028533
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client is a successful IFA practice with qualified, experienced professionals who provide tailored financial solutions to their respected clients.

My client is looking to expand their team and they are seeking for an experienced, self- motivated, hardworking paraplanner who will support their own adviser. The ideal candidates will hold the diploma in financial planning and come from an experienced background in paraplanning.

Duties as followed:

Researching and writing suitability reports

Understand the difference between client circumstances and objectives

Duties supporting adviser

Undertake product and financial planning research

Be able to manage the planning workflow

Up to date knowledge of financial products

Delegate and communicate clearly with adviser and administrator

Communicate with clients and third parties

Develop and maintain all processes relevant to technical support

Skills / Experience Required:

Level 4 Diploma in Financial Planning

Experience within an IFA firm

Excellent planning skills including report-writing skills

Good technical skills of using technical financial planning tools

Time management and accuracy skills

Good communication skills, verbal and written

Salary - competitive base salary dependent on experience and qualification

This is an excellent opportunity for an experienced paraplanner to join a successful IFA practice and work in a hardworking and professional team. If you think you are a suitable individual with the right skills please get in touch.

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