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Posted 8 March by James Phillip Financial Recruitment Ended

Location: Altrincham

We are currently recruiting for a modern Chartered IFA practice who through organic growth are looking to recruit a Paraplanner into their existing team.

This is an ideal opportunity for someone who is looking to play an integral part of a well-respected IFA practice that recognises and rewards success and commitment.

Salary range £31K to £35K (depends on experience) plus attractive benefits package including company pension, death in service, medical benefit, study support. Also other benefits like a days holiday for your birthday.

Job Role:

  • To provide full technical support
  • Undertake in depth reviews of client portfolios and compile review reports
  • Assist the Directors with the preparation of client meetings, emails, letters and paperwork as part of the advice process
  • You will need to handle client queries and help service existing clients on a daily basis
  • Comply with the firm’s internal Compliance procedures and Training & Competence requirements

We are looking for someone who:

  • Has at least 2 experience as a Paraplanner with previous report writing experience within an IFA firm
  • Can demonstrate a sound technical knowledge that can be applied to all areas of financial planning
  • Is professional, ethical, technical and proactive in their approach to providing quality holistic advice
  • Excellent written/verbal communication as well as organisation skills
  • Ability to cope well in a busy working environment
  • Good interpersonal skills to be able to work alongside a friendly team of dedicated individuals
  • Is at least Diploma Level 4 qualified. Advanced level exams will be advantage.

Please apply for further details.

Required skills

  • Financial Planning
  • Paraplanning
  • Independent Financial Advice
  • paraplanner
  • CII level 4

Reference: 34634071

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