Paraplanner

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We are working with an independent financial advisory firm based in Berkshire. Our client is currently looking to employ an experienced Paraplanner based in their Bracknell head office.

Flexible hours and working from home are also possible.

Employed by and Reporting directly to an Equity Partner, the Paraplanner role's key duties will include:

 

-Provide technical support to the Financial Adviser

-Undertake effective research

-Preparation of suitability reports

-Agree to client objectives with Financial Advisers

-Follow internal procedures with regards to compliance

-Offer a strong knowledge of all products, with a particular focus on Pensions and Investments

 

Suitable candidates will be:

-Have a minimum of 2 years' Paraplanning experience within an IFA/Financial Planning firm

-Good experience with back-office software like Intelligent Office or similar.

-Possess strong report writing skills

-Have strong excel and word skills

-Candidates looking to train as an adviser also considered

 

The successful candidate will receive:

-A salary of between £30,000 and £35,000 (depending on experience)

-22 days holiday

-Pension

Permanent
9 May 2022
Financial Services
Financial Advisor
Berkshire, Bracknell