An ideal opportunity has arisen for someone looking to develop their paraplanning career within a highly successful IFA.
To be successful you will need to have gained proven experience within an IFA or equivalent environment focused on private clients encompassing pensions, investment, and protection.
Evidence of previous paraplanning tasks essential, demonstrating the aptitude to construct client facing documentation such as preparation of suitability reports and client letters.
This role is responsible for the provision of technical support, under supervision by the Senior Paraplanner, to Consultants and their team/s to enable Consultants to deliver their role in a technically competent, compliant and efficient way to provide the best possible outcome for the client and to protect the interests of the business.
Good general education, including GCSE Mathematics and English grade B or above or equivalent qualification.
Ideally educated to A Level standard or equivalent qualification (or individuals deemed 'qualified by experience’ would be considered)
Achieved Certificate in Financial Planning (or equivalent qualification), and working towards Diploma in Financial Planning/ Diploma in Regulated Financial Planning (or equivalent)
- Independent Financial Advice