Experienced Financial Paraplanner

Accountancy jobs >> Accounting/Financial/Insurance

Negotiable

Permanent

Description

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

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