Paraplanner

Posted 23 January by Recruitment Helpdesk

Paraplanner

Highly competitive salary

St Albans, Herts

Our Client has been a leading IFA in St Albans for nearly 40 years. They are seeking an exceptional individual to join their team of experienced Advisors and Paraplanners.

Candidate requirements

  • Level 4 CII Diploma qualified or have the Certificate of Paraplanning from the CII or from CISI. However, ambitious part-qualified candidates may also be considered.
  • Willing to continue to progress and pass new exams

Experience to include:

  • A minimum of two years’ experience working as a Paraplanner
  • The ability to understand a variety of financial products - defined benefit pension scheme, structured products etc.
  • Ability to understand the difference between client circumstances and client objectives
  • A good working knowledge of relevant product and fund research tools, risk profilers and other paraplanning related research and report writing systems and/or templates
  • Report writing

The ideal candidate will be hard working, a strong communicator and be able to work under pressure on multiple tasks, willing to learn from other people and be a great team player. Additional attributes required for this role:

  • Exceptional attention to detail
  • Commitment to providing customers with high level of service
  • A confident and enthusiastic work ethic

This is a rare opportunity to join a company who offers a fantastic team environment, unrivalled in-house training and study support to drive career progression.

Competitive salary according to qualifications and experience.

Please note: all applicants must have eligibility to work in the UK

Required skills

  • Paraplanning

Reference: 34297529

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