My client are a nationwide firm of Independent Financial Advisers advising across a range of financial products including, Investments, Personal Pensions, Corporate Pensions, Protection, Mortgages and Life Assurance. The firm are set for more growth plans this year and early next year with a few business acquisitions lined up. They are currently seeking an experienced Senior Paraplanner to join their established team.
Your responsibilities will include:
-To prepare complex financial planning reports within the set service level agreements of the firm
-Participating in and delivering financial research on products and investments and products
-To communicate with IFA’s on a regular basis in order to gain sufficient information on client cases and updates
-Preparing and delivering bespoke investment reports to clients through the analysis of existing investment portfolios
-Developing knowledge and technical understanding of all financial planning concepts
The experience you need:
-Diploma in Financial Planning
-Experience of working in an IFA environment
-Attention to detail and a high level of accuracy
-A high standard of written and numerical skills.
-Experienced in using Microsoft Office
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