Paraplanner/IFA/Financial Services, Bromsgrove office

Posted 16 April by Resource Matters

If you want to transfer your career to a company that can offer future support and on-going development, then this would be a great long term career move.

Our client is expanding and requires an experienced IFA Paraplanner to join their busy team.

It's a great place to work and feel valued and rewarded for your efforts and encouraged to learn and develop. They take great pride in providing top quality financial and wealth management service to their clients. This means having a team of people who focus on clients’ needs above all else and make quality and customer service their number one priority. They achieve this by both emphasising teamwork and clear communication within the company. At the same time, they encourage individuals to flourish, to take personal responsibility and to improve their skills and qualifications. They focus on being trustworthy, honest, open and to avoid jargon.

The role will be working in the busy Paraplanning team, using existing knowledge and experience to write suitability reports and conduct research as required to support recommendations.

Applicants should have strong current technical and product knowledge, including pensions. Awareness of markets and industry regulations are essential. Strong written and oral communication skills, including the ability to listen and follow instruction effectively are extremely important. Good planning and organising skills and being able to manage multiple tasks effectively are also essential to the role.

The ideal candidate will be an experienced Paraplanner, and will ideally hold or be working towards their Level 4 Diploma qualification.

Required skills

  • Financial Planning
  • Financial Services
  • Paraplanning
  • Pensions
  • Wealth Management

Application questions

Do you have current/recent Paraplanning experience?
Do you hold Diploma Level 4 (or working towards it)?

Reference: 33795106

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