Experienced Paraplanner

Paraplanner

Our Client is looking to bring onboard a proactive, self motivated, qualified or nearly qualified Paraplanner to support one of the Senior Consultants

Our client is a well respected practice providing genuinely ethical financial planning advice to very high quality clients.

Responsibilities Include:

The preparation of detailed reports and the servicing of prospective, new clients on all aspects of financial planning

Carry out technical research to meet the clients needs

Produce compliant suitability reports

Provide technical support

Process client queries

Manage client reviews and maturities

Maintain Consultant's WIP record

Skills Applicable:

Dip PFS or working towards

Understanding and working knowledge of;

Personal taxation & tax fundamentals

Investments, Protection, Retirement products

Trust & Wills

Excellent organisational and interpersonal skills

Experience of using 1st software and maintaining accurate client records

Apply now for immediate consideration. Applications are encouraged from all candidates meeting or exceeding the minimum criteria for the role regardless of age, disability, gender, orientation, race, religion or ethnicity.

Your CV will be reviewed against the vacancy criteria and we will contact you within one week if we wish to progress your application further.