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Experienced Paraplanner

James Phillip Financial Recruitment
Job LocationExeter
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

We are currently recruiting for an award winning modern IFA brokerage who through organic growth are looking to recruit an experienced Paraplanners into their existing team.My client describes it as a great working environment, relaxed with some home based work. tions.This is an ideal opportunity for someone who is looking to play an integral part of a well-respected practice that recognises and rewards success and commitment.Salary range £30K - £35k (depends on experience and qualifications) plus attractive benefits package including company pension, death in service, medical benefit, study support.Job Role:

  • To provide full technical support
  • Undertake in depth reviews of client portfolios and compile review reports
  • You will need to handle client queries and help service existing clients on a daily basis
  • Comply with the firm’s internal Compliance procedures and Training & Competence requirements
    • We are looking for someone who:
  • Has at least 2 years experience as a Paraplanner with previous report writing experience
  • Can demonstrate a sound technical knowledge that can be applied to all areas of financial planning
  • Is professional, ethical, technical and proactive in their approach to providing quality holistic advice
  • Excellent written/verbal communication as well as organisation skills
  • Ability to cope well in a busy working environment
  • Good interpersonal skills to be able to work alongside a friendly team of dedicated individuals
  • Is at least Diploma Level 4 qualified.
    • Required skills
  • Compliance
  • Financial Planning
  • Financial Services
  • Paraplanning
  • Report Writing

    • Keyskills :
    Compliance Financial Planning Financial Services Paraplanning Rept Writing

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