Paraplanner (level 4 diploma not essential)

Posted 19 September by Integrity Resource Solutions

You'll be working for an established firm of independent financial advisers and will be responsible for writing suitability reports, carrying out product research and contacting existing product providers for details of clients policies. Core business is investments and pensions with some protection advice also provided by the firm.

The ideal candidate will already hold some of the qualifications making up the level 4 diploma in financial advice and must also have recent experience of paraplanning and report writing for a financial adviser firm (this is essential experience and candidates without this and at least some of the level 4 papers will be rejected).

Salary is £25,000 plus pension and 30 days holiday. Working hours 9-5, 35 hours per week.

Application questions

Do you have current investment and pension paraplanning experience?
Are you working towards your level 4 diploma in financial planning?

Reference: 33342965

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