A highly successful and reputable Independent Financial Practice, part of a National Organisation requires an experienced Paraplanner to join its existing vibrant team
Purpose of role
Responsible for the production of reports and technical information in respect of all financial planning advice
Main tasks of role
Assist Financial Planners in reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the Investment philosophy. Support Planner’s in developing and maintaining a library of standard wording/reports for use in preparing client reports.
Minimum CII Diploma or equivalent.
Successful candidates will be encouraged and helped to work towards attaining the advanced diploma and Chartered Status.
Min 3 years in a similar role within a financial services business.
Candidates must be competent in the use of Excel.
In return you will receive a very competitive salary and comprehensive benefits package