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Paraplanner Required

Job LocationPeterborough
EducationNot Mentioned
Salary£30,000 - £35,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

A highly respected and successful Independent Financial Planning Practice have a career opportunity for a highly-motivated and commercially minded Paraplanner with a can-do attitude.Please note, salary will depend and be negotiable on level of experience and qualification, please ask!You provide support which involves client interaction, research, report writing, providing quotations and preparing the suitability reports for the financial advisers to whom you support. Having already gained experience within an IFA environment as a Paraplanner you must be able to demonstrate excellent technical knowledge, awareness of current markets and an understanding of the industry regulations whilst displaying the proactive attitude required in this fast-paced environment.

  • You have previous experience as a paraplanner
  • You are ideally at least Level 4 Diploma qualified however this is not essential
  • You want to work with a company that will support your ongoing development including study support
  • You are looking to move into a role that focuses on utilising, and building upon your existing high-level technical skills as well as fostering strong client relationships
  • You want to work closely with a tight knit team that provides ongoing support for our advisers and clients
  • You are looking for an opportunity where you can deploy your skills in the preparation of complex suitability letters, replacement cases, fund switches, withdrawals et cetera
  • You like to carry out compliant and detailed research and technical analysis to support advice given by the Financial Planners
  • You get satisfaction from working directly with clients as you process their cases and keep them updated on progress
  • You like to work with financial planners, report writers and client support teams to provide the client with a positive professional experience, offering highly technical and qualified knowledge and ongoing assistance
  • You enjoy working in a sales driven culture and get excited at the idea of helping advisers win business
  • You understand the need to have a high degree of accuracy and attention to detail in both your written and numerical work
  • You like working in an energetic team and are happy to lend a hand to colleagues when required
  • For a career focussed Paraplanner this really is an exceptional opportunity!In return, as an experienced Paraplanner you will receive a very competitive base salary and bonus alongside a very generous benefits package. On-going support alongside exam support is available which will ultimately help you to progress within the organisation and with your personal career development Required skills
  • Paraplanning
  • Report Writing
  • Administration
  • Paraplanner
  • Chartered Paraplanner
  • Keyskills :
    Paraplanning Rept Writing Administration Paraplanner Chartered Paraplanner

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