Paraplanner

Posted 24 July by Recruit UK Easy Apply

The client;

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.

The opportunity;


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.

Requirements;

  • 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

Job Synonyms:
Report-writer, Financial Planner, Financial Planning Technician, Adviser Support, Para-planner

Reference: 35705681

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