Job Description
Supporting a reputable business in recruiting a skilled Paraplanner. The role involves report writing linked to the client bank, supporting the IFA Team. You will join a team of Paraplanners within the business. YOU MUST BE A SKILLED PARAPLANNER.
Requirements:
* Minimum of 3 years of experience in Paraplanning
* Working towards or at Diploma Level 4 Qualification
* Strong background in a similar environment as a Paraplanner
* Outgoing and aspirational personality
Key Skills and Abilities:
* Excellent communication skills and a good understanding of the financial services industry, including investments, pensions, retirement solutions, trusts, and protection (personal and business)
* High-quality technical support skills
* Proficiency in Microsoft Office (Excel, Word) and analytical tools
* Strong literacy, grammar, numeracy, and numerical aptitude
Additional Requirements:
* Team player with the ability to work independently, especially in remote settings
* Proactive, industrious, and able to anticipate adviser needs
* Ability to coordinate case work from administrative to compliance and technical stages
* Calm under pressure, personable, and approachable
The role offers an impressive benefits package, which will be shared upon application. Candidates must be skilled Paraplanners with at least 3 years of experience.
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