Job Description
PARAPLANNER
Taunton
Flexible working - 1 day a week from home
£40,000 + Benefits
Due to continued growth our client, a well established and award winning Accountant and IFA business with offices across the South West is now looking to appoint an experienced Paraplanner to join their team.
Paraplanners are integral to their business - they provide vital technical support to the Independent Financial Advisers and a positive experience for the clients. They are highly qualified individuals that contribute to the advisory service by reviewing, analysing and preparing compliant recommendations for the clients.
The successful candidates will also be required to keep up-to-date with product knowledge, ensure they maintain positive working relationships with internal and external stakeholders and communicate in a confident and friendly way. A client-focused approach is essential as the clients are at the centre of everything our client does.
Previous experience as a Financial Planning Administrator, a Paraplanner or possibly as a Financial Adviser is essential, having the Level 4 qualification in Paraplanning or Financial Advice is advantageous, or at least working towards it is a pre-requisite.
In return you will receive a highly competitive salary and benefits package, the opportunity for flexible working to ensure a greater work life balance.
For more information on this exciting opportunity please send your CV to Douglas McDougall