A highly reputable Independent Financial Practice is looking to appoint a Paraplanner in its already highly successful team
it will suit a Paraplanner who wishes to utilise all of their skills, experience and qualifications, being involved in client interaction, research and more complex financial planning. Working in an pleasant location, an exciting vibrant environment.
Diploma Level 4 is advantageous but not essential
This business has established an enviable reputation for client service, having developed a comprehensive range of financial services solutions for its substantial base of high net worth, corporate and private clients across a broad geographical area.
As a paraplanner you will benefit from a competitive basic salary and annual bonus, discretionary, as well as a comprehensive range of benefits to include a significant pension contribution and critical illness cover. You will also enjoy financial support in gaining further qualifications to chartered status and there could potentially be an opportunity to become an independent financial adviser.
Being part of the paraplanning team you will be responsible for the preparation and submission of advice pre-approval forms and the preparation suitability reports. This is based upon information received from Independent Financial Advisors (Meeting Notes, Fact Finds, Risk Profiles etc). The main responsibilities of the paraplanner role will involve preparing pre-approval documentation prior to writing reports, ensuring recommendations are researched and signed off by compliance. You will utilise the very latest technology to produce accurate solutions for clients, carrying out product research and relevant financial calculations on behalf of financial advisers. It is a fully comprehensive paraplanning position.
An exceptional role and career opportunity. Please call Robert for further details.