IRC is delighted to be recruiting an experienced Paraplanner on behalf of our client, a well respected provider of Independent Financial Advice and Mortgages close to Lytham, Lancashire.
You will be working in a small friendly administration team providing top quality paraplanning support to the IFAs and their clients. You will be a strong team player but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously. Being able to prioritise and manage your workload effectively is important as this is a very busy role.
We are looking for a Paraplanner with a minimum of 2 years on the job experience that is ideally diploma qualified.
· Suitability report writing (we are looking for somebody who is fairly technical who can get involved with a variety of reports - complex pensions, IHT, trusts etc) and not just annual reviews
· Provide technical support to advisers and other paraplanners
You will be involved in case discussion, be expected to challenge the advisers, not just take orders and get on with the job
· There will be an element of product research