Paraplanner

We are proud to be supporting a regional wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Paraplanner to join their busy and successful team.

Responsibilities:

• Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support.
• You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client.

Experience:

• Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning.
• Experience across a range of platforms is preferred.
• You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills.

In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and support with professional development / qualifications.