As a result of continued growth, a new opportunity has arisen for an experienced Paraplanner to join the Wealth Management division of a highly successful accountancy practice. Working within an established successful team you will support 3 experienced Advisers in areas of High Net Worth including complex pensions and investments work. In addition to report writing you will support the Advisers in the advice process. You will be expected to research and analyse products that are appropriate to the clients’ circumstances, prepare detailed reports, and assist the Financial Planners in establishing new client relationships. As such, this will include an element of client facing interaction.
You will already be Diploma level 4 qualified and be looking to progress further, in addition you will have previous experience of working within an IFA environment.
You will benefit from working for a professional and recognised IFA firm that will encourage you to learn new areas of wealth management. You will also be supported with further training and qualifications, alongside the opportunity to carve yourself a long-term, rewarding career within the business.
The Candidate: ESSENTIAL: PRACTICAL EXPERIENCE AND KNOWLEDGE OF AN IFA ENVIRONMENT Diploma Level 4 Qualified, or part qulified and keen to progress with Industry exams (Working towards Level 6)
To be able to work on own initiative with great attention to detail Strong interpersonal skills, drive & energy Motivated by working in a fast paced environment Organised and able to prioritise Educated to GCSE level or equivalent with grade C or above in Maths & English
Able to use software packages such as Excel/Word/Outlook Beneficial: A good working knowledge of Truth cash flow modelling software A good working knowledge of IRESS Adviser Office Previous experience of the Standard Life, Aviva & Transact platforms
37.5 hour working week, Pension Scheme - Employer contribution 5% of salary provided Employee pays 3% (gross) Death in Service cover - 3 times basic salary 25 days holidays + bank holidays Regular social events Structured personal development Free on-site parking Discretionary bonus
- Personal Financial Planninging