Our client is an independent IFA that is privately owned. The two Partners provide financial advice to a wide range of private and corporate clients from their two offices in Buckinghamshire and Banbury. Their office in Buckinghamshire is incredibly busy and fast paced, with all employees ensuring that clients receive a high level of service. In order to improve their service offering, they are looking for a paraplanner to join their paraplanning team which is currently made up of one full time paraplanner and two part time paraplanners. The existing team are highly technical and enjoy the variety of the work that they get involved with. It is imperative that they remain fast paced and efficient and effective and for this reason they require someone to join them who is an experienced paraplanner and report writer, capable of taking on the paraplanning for one Advisor and comfortable to work on their own initiative.
The role available will be to support one of the Partners with all of their research and report writing. Still working amongst the paraplanning team, you will have colleagues who you can bounce ideas off of and discuss different client circumstances with, but ultimately, you will be given a lot of autonomy.
In order to be successful in this role you will need to be an experienced paraplanner. Whilst they would prefer someone with the Level 4 Diploma in Financial Planning, they’d be happy to take on someone who has the right attitude, experience and commitment who is working towards the Diploma.
My client is keen to attract the right candidate and therefore salary is negotiable depending on your experience and qualifications. Ultimately, they need someone who can do the job.
Please contact Louise Sheppard at Recruit UK for more information or to discuss the role on 0117-917-0411. Quote reference 10887