This is an Independent and directly authorised Chartered IFA practice with multiple offices across the South West. This IFA practice focuses on a providing a highly personalised and comprehensive financial planning service to private and corporate clients across the UK, alongside several niche services.
Due to business growth, and the increase in clients requesting niche financial planning services this IFA practice has an opportunity for an experienced Paraplanner with a keen interest in Pensions, Tax and Estate planning to join the team and provide technical support to a number of Chartered Advisers.
You will be working as part of a highly experienced back office support team within a non-corporate environment, and will be responsible for providing technical paraplanning support across a diverse range of cases.
You will benefit from working in a smaller office where employee wellbeing and professional development is a key business focus, alongside full exam support to chartered, structured progression and a friendly team that frequently enjoy social events as part of the excellent benefits package.
- Previous experience of providing technical paraplanning support to advisers within a whole of market IFA environment
- Strong technical knowledge across Investments, Pensions, Protection, Tax and Estate planning
- Previous experience with DB pension transfers
- Hold level 4 Diploma in financial planning
Report-writer, Financial Planner, Financial Planning Technician, Adviser Support, Para-planner
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