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Paraplanner

Posted 19 January by Options Resourcing Ltd Ended

PARAPLANNER

Ipswich

Salary: £25,000 - £35,000

Permanent Full Time

Reference: PP/PLE

My client is a large and highly respected Wealth Management Company going through a rapid period of growth due to multiple acquisitions.

Whilst IFAs are scurrying around looking after their clients’ financial needs, they are relying on YOU a relatively experienced Paraplanner to conduct the crucial ‘behind the scenes’ work in support of the field based advisors.

You will be responsible for a range of duties this will include: -

  • Support advisors with financial planning side of the business
  • Research (or assisting with) the best solutions that meet each client’s financial needs
  • Produce quotes, letters, reports and supporting evidence for consideration by the client

This opportunity would suit a candidate who is highly professional in approach and has the following skills and experience: -

  • Previous experience within a Paraplanner role
  • Our client seeks a Paraplanner that is Level 4 Diploma qualified
  • Good working knowledge of an IFA, their services and products
  • Excellent verbal and written communication skills
  • Excellent knowledge and experience of Microsoft Word, Excel and Outlook

All CVs to

Tel:

Reference: 34269422

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