This job has expired

Paraplanner

Employer
Optima Recruitment
Location
UK
Salary
Competitive
Closing date
23 Jul 2021

View more

Sector
Accountancy
Contract Type
Permanent
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Job Details

An exciting opportunity has arisen with a North London based Chartered IFA practice for a client facing Paraplanner.

Job Description:

* Attending meetings with IFA and being a point of contact for clients

* Report writing and correspondence

* Dealing with pension switches and investment products

* Offering technical paraplanning support pre and after sale

* Fact finds and research

* Taking notes at meetings

* Using Intelligent Office extensively

Person Specification:

* Level 4 Diploma qualified Paraplanner with at least three years' experience in the right

* An excellent communicator, smart and personable; comfortable attending meetings with clients

* A team player who works well with Advisers and support administrators

* Great attentive to details

* This role will suit a "career paraplanner" or somebody wishing to work towards advising

Additional Information:

* Based in North London, likely to involve some remote working

* Salary range: £40-50,000

* Study support to continue towards Chartered status, if desired

* Monday - Friday 9-5.30

* 20 days holiday but on top of that the office is closed from 23rd Dec to first working day back in January

* Work place pension scheme

* 8 x DIS

* NHS cash plan scheme

* Holiday and pension contribution increase with length of service

Please note; Due to the large number of applications that we receive, if you have not had a response within 7 days, please assume that you have been unsuccessful on this occasion.

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Optima Recruitment acts as both an 'Employment Agency' & 'Employment Business' providing recruitment services throughout Surrey
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