Your new company
A great job opportunity has arisen for a Diploma-qualified paraplanner to progress their career with a well-established and fast-growing firm of IFAs. The company have recently completed a new acquisition and are now seeking to build on their existing team of experienced paraplanners to work closely with financial advisers to support the financial planning process and ensure high-quality advice continues to be delivered to clients. Flexible working options.
Your new role
Working closely with Financial Advisers and Chartered Financial Planners to prepare financial advice and strategies tailored to clients' needs and identify investment opportunities where appropriate and in clients' best interests. Key responsibilities will include gathering key information to establish clients' financial circumstances, comprehensive research on financial products using financial planning software to model various scenarios and projections, preparing and reviewing investment proposals and reports for clients.
What you'll need to succeed
Minimum Level 4 Diploma in Financial Planning, ideally Chartered or progressing towards. You will also have proven experience as a paraplanner or financial analyst and be technically strong across the full range of financial planning, particularly in the areas of investments, pensions, personal tax and protection. Experience of using financial services back-office systems is also required. Financial Advisers seeking to move into a role which will utilise technical knowledge will also be considered.
What you'll get in return
In addition to a highly competitive basic salary and good benefits package, this is a great opportunity with a very good company which offers excellent long-term prospects for career development and managerial opportunities. Flexible working options.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
Desired Skills and Experience
Paraplanner
Technical Paraplanner
Chartered Paraplanner
Financial Planning Technical Support
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