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Posted 2 February by Accountancy Divisions Limited Ended

This is a unique opportunity for a talented paraplanner to pick a location that suits them .Due to the office network of this Top Fifty IFA which has a substantial network across the UK, they will base the paraplanner in the office that suits them !

Working as part of a team of highly skilled professionals you will be expected to tackle their work with expertise, professionalism and dedication.

Key facets of the position will include

  • Meeting preparation & post meeting plans of action
  • Assist and advise financial advisor on chosen solutions for clients
  • Cash flow preparation
  • Suitability reports
  • Liaising with clients
  • Amending proposals
  • Ensuring all required client documentation is in order

Essential skills & Experience:

  • Previous experience as a paraplanner with 3 years previous experience within an IFA firm
  • Level 4 Diploma in financial Planning
  • A strong personality, willing to challenge financial advisor if a more suitable solution is available for a client

Benefits 25 days holidays. Health Insurance and matching pension’s contribution s up to total of 6%

For immediate consideration please send your CV to Mark Flannery at Financial Divisions

Reference: 34381356

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