Paraplanner

Posted 5 April by Anthony Alexandra

Anthony Alexandra are in alliance with a well-respected Independent Financial Advisers based in the city of Cardiff that has a number of offices across the country.

Our client is searching for a professional, highly professional and an experienced Paraplanner. This role is appropriate to someone who is enthusiastic to providing Paraplanner support in a firm that is always devoted to supply the best financial advice available. Furthermore, our client is providing a wonderful opportunity in which will help a well- structured career and gain more knowledge and experience within this role. Duties for this role include: -

  • Level 4 Diploma qualified or working towards
  • Over 3 years’ experience within an IFA environment
  • High level of analytical capability and good communication skills
  • Assisting Financial Advisers design and deliver bespoke financial solutions for our clients
  • Creating and maintaining accurate records on the back-office system for both new and existing policies
  • Creating documentation to support Financial Adviser recommendations, using data obtained by Financial Adviser during client meetings
  • Checking the integrity of information supplied by existing product providers

This is a great opportunity for an experience Paraplanner, so they can build their existing skills, knowledge and experience within the Financial Services sector, and are determined to work for a high-quality firm. Consequently, the skills and experience that our client is searching for entail: -

  • Over 2 years’ experience working within an IFA environment
  • Achieved or working towards the Diploma in Financial Planning
  • Experienced in using back office systems
  • Technical knowledge and expertise of Financial Services products

Benefits

  • Salary of up to £38,000
  • On-going training opportunities
  • Working hours are Monday-Friday, 9am - 5pm
  • 25 days holiday
  • Contributory Pension Scheme
  • Income protection

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: 34836351

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