Experienced Financial Paraplanner

Accountancy jobs >> Accounting/Financial/Insurance




Are you an experienced Paraplanner with a level 4 diploma in Financial Planning?

We have an excellent opportunity to join a really busy wealth management and financial advisory firm.

The position offers a wide variety within the workload that includes:

Conducting high quality research on a range of financial planning products

compilation of bespoke reports that are tailored to the clients requirements

Writing detailed recommendations and strategy reports

Gaining information on clients existing financial arrangements and conducting gap analysis

Keeping up to date with an new products and developments.

To carry out this role you will need:

Level 4 diploma in financial planning within an IFA firm

A minimum 3 years previous paraplanning experience

Strong working knowledge of pre and post retirement planning products

A good knowledge of all retail investment products

This role will call upon your excellent experience of writing bespoke valuation reports and suitability letters and the production of high level research. Experience using wrap platforms and back office systems such as nucleus and FinPlan. You will also have a keen attention to detail and be well organised with all administration.

If this role sounds like you then let us tell you more about the client and why you will want to join them!! Call now
  • 1
  • Negotiable
  • None
  • None
  • CV-142601
  • Permanent
  • 0

How to Apply: Please click here to create a free Pure-jobs.com account and post your resume. Only logged in job seekers can apply for a job.

Find us at:

Never provide bank account, credit card details or any other financial information, or make any form of payment, when applying for a job. If you are ever asked to do this by a recruiter on Pure Jobs please click the Report button or contact us with the advertiser's company name and the title of the job vacancy. You should not send any money to anyone. A genuine employer with a job offer would never ask you to do this.

Report this job

Report a job

If you're concerned about a job advert, let us know and our quality team will investigate.

Your name(*)
Invalid Input

Your email address(*)
Invalid Input

Please select you reason(*)

Additional information(*)
Invalid Input

Invalid Input

Get new jobs for this search by email.

Also get an email with jobs recommended just for me.

Create Alert

Subscribe to updates from our blog


However, by continuing to use the site without changing settings, you are agreeing to our use of cookies.