Paraplanner

Our client, a leading Financial Advisor is seeking a Paraplanner to join their team on a full-time, permanent basis.

Due to an exciting period within the business our client is looking for a Paraplanner with a minimum of 3 years’ experience to join their team, working closely with and supporting Adviser’s to ensure high-quality, compliant advice is given.

Due to the location of the office candidates will be required to drive / have access to their own vehicle.

Key Responsibilities:

• Prepare high-quality suitability reports across investments, pensions, protection and retirement planning
• Conduct technical research based on client information
• Produce cashflow modelling and planning illustrations for clients
• Support Adviser’s with pre- and post-meeting preparations
• Ensure a high-level of communication is maintained with clients at all times
• Support Adviser’s with administrative tasks, ensuring a high-level of accuracy and attention to detail at all times

Key Experience:

• Minimum of 3 years’ experience as a Paraplanner, supporting IFAs in a regulated environment
• Qualifications are advantageous although candidates who are not fully-qualified will be considered also
• Used to working both independently and as part of a team, working in a fast-paced environment whilst maintaining accuracy and attention to detail at all times
• Experience writing suitability reports
• Good understanding of the regulated advice process

This is an excellent opportunity for a Paraplanner to join a thriving business who are leaders within their field.

You will be working with and supporting a knowledgeable team of Advisers, working closely with clients and third parties throughout the process.

CVs are being reviewed, so please apply now for immediate consideration.