Paraplanner

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Job details

  • 893 854
  • £30,000 - £40,000
  • Torquay
  • Permanent
  • Financial Services
  • 11 October 2021
  • 16 September 2021

We are working with a local Financial Services provider who has been established for several years and has a reputation for delivery of high-quality financial solutions to clients. The company are looking to recruit an experienced and qualified Paraplanner to work closely with the Financial Planners and other members of the team in the Torquay office.

This great opportunity would suit a Paraplanner seeking to develop their career with an established IFA firm.

The role will involve providing pro-active sales support and administration to consultants and will include:
• assisting with drafting and finalising planning reports and suitability letters for clients
• reviewing client portfolios and presenting findings and advice for consultants to give to clients
• researching for financial planning solutions

The successful candidate will have
• experience as a Paraplanner, gained within a professional financial services environment
• Ideally qualified to Diploma level (QCF Level 4) or indeed higher.
• A good level of education and proficiency with MS Office
• Keenness to maintain an up-to-date knowledge of products, compliance rules and procedures

This is a full-time position and the remuneration and benefits package in the range of £30,000 to £40,000 will be dependent on experience and qualifications of the successful candidate.
Consideration will also be given to candidates currently progressing to level 4 with the flexibility for some part time working 3 or 4 days per week.

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