During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business.
Our client is a firm of Independent Financial Advisers based in Knutsford Cheshire. The business’ main focus is the pensions and “at retirement” sectors with the business model being telephone and internet based, they therefore service clients on a National basis.
Required Qualifications: Level 4 Diploma in Financial planning, or significant progress towards achieving
Required Skills: At least 1 year in an IFA Paraplanning role with a focus on pension advice.
Key elements of the role will be:
- Providing technical paraplanning support to the IFA's,
- Conduct whole of market research across various products and funds
- Draft reports for presentation to clients
- Perform portfolio reviews
Your level of involvement will vary from case to case, being involved at various stages of the advice process. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.
Please apply today if you are looking to forward your paraplanning career with a firm that will invest heavily in your professional development.