Paraplanner

Paraplanner - Dorset - Up to c45k DOE

We are working with an established and respected IFA firm, who have a requirement for a paraplanner within the team due to business growth.

This offers an exciting opportunity for someone to join the team and be part of a successful business.

The successful candidate will:

Work closely with existing clients, the managing director and administration team
Draft and finalise client letters and emails
Research and produce quality, accurate, easy to understand client reports and recommendations which clearly detail the benefits to clients
Liaise with and work closely with existing and new clients

Skills and qualifications required:

Up-to-date knowledge of pensions, investments, and inheritance tax planning
Excellent report writing ability, proofreading skills
Excellent computer skills, including the Microsoft Office Suite (Outlook, Word and Excel)
Excellent organisation and time-management skills
Very good interpersonal skills
Ideally you will possess CII Level 4 Diploma in Financial Planning, or equivalent

You will need to be experienced in a similar role within a financial firm & will ideally be Diploma qualified or have Chartered Financial Planner status or working towards this

Other information:

Salary Up to c45k DOE and qualifications
Company pension
Private medical insurance
This is an office based role
Full time hours - Monday-Friday but some flexibility in hours will be considered