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Career Paraplanner

Job LocationLondon
EducationNot Mentioned
Salary£40,000 - £45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

A well respected Independent Financial Advisors, with a very strong brand presence, and the ability to attract and retain the best clients requires an experienced career Paraplanner. The role will involve supporting experienced Financial Advisers specialising in Pensions & Investments. Ideally you must have an in-depth knowledge of the market place and be very experienced in the research of technical products.This is an outstanding opportunity for a highly competent and well qualified Paraplanner to progress within an established IFA. The suitable candidate would have the following skills/ attributes:

  • Level 4 Diploma qualified for working towards achieving
  • 2 - 3 years minimum paraplanning experience
  • Good general knowledge of all investment, life and pensions products and legislation
  • The successful candidate will be responsible for:
  • Supporting experienced Financial Advisers
  • Completing Suitability Reports
  • Researching suitable products for and compiling the relevant documentation in preparation for the Advisers
  • Investment fund analysis
  • Utilising online systems and developing knowledge to aid in the processing of business
  • Maintain the workflow in the department, providing a timely and accurate service to the consultant
  • Apply today to be considered for this opportunity. If suitable, one of our Candidate Consultants will be in contact to discuss the opportunity with you in detail. Required skills
  • Financial Advice
  • Investment
  • Paraplanning
  • Pensions
  • Report Writing
  • Keyskills :
    Financial Advice Investment Paraplanning Pensions Rept Writing

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