Job title: Junior Paraplanner
Salary: £25,000 - £35,000
We are currently recruiting for a Paraplanner on behalf of a firm of Independent Financial Advisors.
The successful candidate will be a confident Paraplanner who is working towards their diploma in financial planning. You will have excellent written and verbal skills, as well as the ability to prioritise, multi-task and manage your own workload efficiently.
In return you will be working for a firm that is built on the idea of progression and organic growth that can offer study/exam support as well as providing you with a friendly office culture.
Process and deliver Suitability reports for a variety of IFA's
Wealth Management back office support experience
Provide recommendations to clients on Investments, Pensions and Protection policies based on your own research and to be able to support these recommendations with a coherent explanation
Preparing product research and analysis for client meetings and prospect sign up
Understanding of compliance terminology, including FCA rules, regulations, policy and procedures
Strong Financial services Knowledge (investments, pensions)
Level 4 diploma qualified or working towards this
Skills & Competencies:
Strong communicator with the ability to contribute mean fully to client meetings
Ability to juggle different tasks, requirements and expectations whilst remaining calm, and be able to prioritise accordingly
Strong attention to detail and accuracy and accountability
Proficient usage of pc packages such as 1st adviser office (Avelo) or similar back office system
Paraplanner *Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner
If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career