Paraplanner

Posted 6 April by North Oak Recruitment Ltd

Paraplanner - Award Winning IFA Organisation

Bromsgrove

To £40,000 depending on level of experience + benefits (ref AL792)

My client is an award winning IFA who specialise in the provision of financial advice, tax planning and business consultancy services. They are now looking to expand their existing support teams further by appointing an experienced Paraplanner.

The main purpose of the role is to provide a full professional support function to planners.

Your day to day role will involve:

  • Prepare and maintain client files
  • Build cash flow models
  • Prepare recommendations
  • Oversee implementation of recommendations
  • Prepare for client reviews

Professional Qualifications:

  • CII qualified, ideally to Diploma Level 4

Skills

  • Excellent understanding of the financial planning process
  • Good report writing skills
  • Proficient IT skills. Basic word processing and spread-sheet knowledge
  • Minimum 3 years’ experience working within a financial planning company
  • Experience using cash-flow forecasts preferable
  • Have achieved the Certificate of Financial planning (or equivalent) and working towards Diploma

If you have the required skills and qualifications, then please apply in confidence to Angela Liscombe at North Oak Recruitment, with an up to date CV.

Required skills

  • Financial Services
  • Investments
  • Paraplanning
  • Report Writing
  • Wealth Management

Application questions

Do you have paraplanning experience?
Are you CII qualified?

Reference: 33815726

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