Paraplanner

Our client is a National IFA and as a result of exponential growth are now looking to expand the team of experienced Paraplanners.

They are also looking for Senior Paraplanners with advanced qualifications (Salary up to £57,000).

What we are looking for in our ideal Paraplanner:

• Diploma in Financial Planning
• Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports
• Ideally you will have 3+ years experience in Paraplanning
• Experience in an IFA environment, demonstrating quality communications of constructive feedback
• A high standard of written and numerical skills
• An ability to demonstrate strong report-writing skills
• A high level of accuracy and attention to detail
• Aptitude in Microsoft Office

Key Risk Responsibilities:

• Completion of assigned tasks, ensuring that service levels are adhered to
• Delivery of accurate and thorough research, calculations, New Business Investment Reports to advisers
• Contribution into technical and regulatory development of advisers and/or staff on a specific case basis
• Contribution into technical and regulatory development of Trainee Advice Technicians
• Thorough research conducted where necessary and referring to Senior team members, where necessary

Benefits Package

• Salary Up to £45,000 and £57,000 for Senior
• Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
• Pension - We offer a contributory pension scheme as well as death-in-service benefit.
• Bonus scheme - A discretionary annual bonus, following completion of a year’s service.

Please apply for full information!