We are recruiting for a highly regarded IFA practice who are looking to grow their team. They have a vacancy for a replacement Paraplanner. This is an excellent opportunity for a career Paraplanner or someone keen to develop into a Financial Planner over the next few years.
They fully support and fund your study and qualifications, through to Chartered status.
As a Paraplanner, your role will include:
- product research,
- technical research,
- writing advice reports,
- assisting in recommendations,
- creating financial plans, and
- attending client meetings.
The successful candidate will be intelligent, evidenced by a good education, with at least 2 years work experience in a Paraplanning role. You must be numerate and articulate as written and spoken language skills are essential. A keen eye for detail is also essential. You should have good IT skills including a knowledge of Excel and Word and must be able to work independently and manage your workload to deadlines. You should have completed or be close to completing Diploma in Financial Planning or an equivalent qualification.
This is a rare opportunity to join a growing Paraplanning team where the remuneration structure rewards results, in both examinations and personal development. They also provide generous employee benefits, including pension, healthcare and life cover.