Paraplanner - Taunton

Posted 25 January by Recruit UK

Opportunity to join a leading financial services firm as a Paraplanner working within a dynamic team of technical specialists. The firm is a large financial services company who pride themselves on staff development, client satisfaction and client care.

As an experienced paraplanner you will be part of a well-structured sales support and financial planning admin team. You will have plenty of opportunity to develop your career and gain further qualifications, should you wish to do so.

Your varied day will include:

Creating suitability letters and technical reports for consultants, from a brief and/or client file information

Conducting research on the suitability of products and funds

Reviewing and commenting on the suitability of existing pension, investment and protection arrangements

You will have:

Previous paraplanning experience

A Diploma in Financial Planning or be studying towards the qualification

A good working knowledge of Intelligent Office would be highly advantageous

If you’re interested in this role or know someone that is (We offer a £250 referral fee for successful hires!) please call Recruit UK, ask for Keely and quote reference 12126.

Application questions

Do you have Previous paraplanning experience?
Do you have A Diploma in Financial Planning or be studying towards the qualification?

Reference: 34125067

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