Cooper Lomaz is working with an expanding IFA based in Wymondham. They are seeking an experienced and qualified Paraplanner to join their team. This is a key role to the business and the successful candidate must be able to provide first class technical support to the Advisers and Directors of the firm.
The successful candidate will:
- Level 4 qualified as a minimum
- At least 2 years relevant experience
- Self-reliant
- Technical product knowledge
- Ability to manage a busy workload
Responsibilities:
- Technical and financial research and analysis
- Interpreting and analysing data obtained from Advisers
- Technical research and solution provision in the form of written compliant reports to meet client needs and objectives, meeting all internal and external regulatory requirements
- Implementing and evidencing clear centralised paraplanning procedures
- Consulting with the Advisers on client investment, pension, protection and tax planning, making suggestions to the Advisers and confirming proposed actions to the client
In return my client can offer:
- Salary around £35,000
- Qualification support
- Career progression into an advisor position
- Discretionary bonus
- Flexible working
- Early finish on a Friday