Paraplanner

Posted 5 April by Anthony Alexandra

A well respected Independent Financial Advisors, with a very strong brand presence, and the ability to attract and retain the best clients requires an experienced Paraplanner. The role will involve supporting a consultant who deals with Pensions and Investments.

Ideally you must have an in-depth knowledge of the marketplace and be very experienced in the research of technical products.

This is an outstanding opportunity for a highly competent and well qualified Paraplanner to progress within an established IFA. The suitable candidate would have the following skills/ attributes:

  • Level 4 Diploma qualified for working towards achieving
  • 2 years minimum Paraplanning experience
  • Good general knowledge of all investment, life and pensions products and legislation
  • Strong technical knowledge of all Pension products

The successful candidate will be responsible for:

  • Supporting experienced Financial Advisers
  • Completing reports and client packs ready for use of the Adviser
  • Researching suitable products for and compiling the relevant documentation in preparation for the Advisers and or compliance
  • Pro-actively liaising with clients, advisers and other members of your team to request documentation and provide progress reports

Required skills

  • Investments
  • Paraplanning
  • Pensions
  • Research
  • Suitability Reports

Application questions

Do you have Paraplanning experience?
Do you have knowledge of Pension and Investment products?
Do you have any professional qualifications?

Reference: 34835951

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