An opportunity has arisen within our company for an experienced individual to join our team as a Paraplanner
Your role will be to provide a full report writing service to our expanding team of IFAs including reviewing any existing holdings, research, report writing and provision of required key features and illustrations. Meeting compliance requirements and assisting compliance with any queries, you will work to support and improve group policies. You will both support and be supported by our client servicing team.
As a key role within the company, the position would suit an experienced candidate who has already achieved their Diploma in Financial Planning, or Certificate in Paraplanning. Experience of working within a Paraplanning role is essential, with knowledge of investments, pensions and IHT. The ideal candidate will be proactive and highly organised with a good knowledge of writing technical reports. Excellent interpersonal skills would also be a requirement.
Competitive salary, company pension scheme and additional benefits to follow including dental cover and Private Medical Insurance.
For more information please contact firstname.lastname@example.org