I am working with a Chartered bespoke financial planning firm who are looking to recruit a Paraplanner to join the team. Your varied role will involve providing a full whole of market paraplanning services to our advisers including research, report writing, formulation of advice and liaison with clients and product providers. In particular, they are seeking an individual who has strong interpersonal skills and who is capable of managing their own work flow.
The role will include checking and collating client information, preparing suitability letters and client facing reports. You will carry out full product research and write complex suitability letters ready for the IFA to present to the client. You will predominantly be working with Pensions, investments and inheritance tax planning.
Education, Experience, Qualifications:
This is a fulltime position (35 hours) working Monday - Friday.
In return our client will offer you
Take charge of your career and apply now!!!
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been short listed for this role.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.