Financial Planning Assistant / Paraplanner
We are working in partnership with an Independent Financial Adviser (IFA) firm in Chesterfield. We are looking to recruit a Financial Planning Assistant / Paraplanner. This is a an excellent opportunity to join a business which has a good client base and you shall enjoy a varied role. Based in Chesterfield in modern premises, the office is easily accessible from Sheffield and Chesterfield. There will be plenty of training in the role including seminars and webinars and the client will offer study support for the Diploma in Financial Planning (R0 exams). Moreover, the client seeks a candidate who has some experience of working in an IFA, wealth management or financial services based business. Working in a small team, as Financial Planning Assistant, you shall assist the Paraplanner with suitability reports and letters. You will also liaise with an Adviser and be involved in client meetings. You shall update and maintain client information and produce documentation for analysis and research. Interpret information provided by an Adviser regarding client needs and objectives. You'll ensure all paperwork is complaint and complete application and proposal forms. You will be involved in preparing recommendations and assist in researching suitable solutions for the client. You will liaise with pension and protection providers. The role will also include reviews of investment portfolios and you shall act as a point of contact for the client, provider and Adviser. The role is interesting and varied and the firm will provide excellent training and there is an opportunity to develop in to a Paraplanner. Candidates who have potentially started the R0 exams may be at an advantage. The salary on offer is good - £22,000 - £27,000 (dependent upon experience) plus very good company benefits - pension, healthcare, study and free parking. There would be some flexibility regarding working hours. Interested candidates should forward their CV.