Paraplanner

Job Description

We are currently looking for an experienced Paraplanner to join our busy financial planning team.

You will be part of our Paraplanning team, researching, preparing, and writing a wide range of reports within given timescales. You’ll maintain excellent service to our existing clients and provide overall support for our consultants.

What we need from you

  • Offering great client care, especially over the phone.
  • Dip PFS or equivalent.
  • Ideally at least 2-3 years previous experience in a similar role.
  • Great communication skills, and the ability to work within a team.
  • A sound knowledge of investments, pensions, IHT planning and centralised investment propositions.
  • Knowledge of trusts.
  • Compilation of client reports for Investments, Pensions, SIPP/SSAS, Trusts and Long-Term care.
  • Confidence in using IT software. Experience of using Intelligent Office client database/back-office system would be welcomed, as well as experience of using research tools such as FE Analytics and Selectapension, and cashflow modelling software such as Voyant and Cashcalc.

Full time: 37.5 Hours per week

Salary: Competitive & Depending on Experience + Full Company Benefits

Location: Southwest near Somerset

 

Next Steps 

Does this sound like an opportunity that aligns with your career ambitions? 

For this immediate opportunity please forward your CV to Eamon Behan today! eamon@ircfs.com

We look forward to starting your journey with you!