Paraplanner

  • Job Reference: JM/68
  • Date Posted: 27 April 2022
  • Recruiter: Independent Resourcing Consultancy
  • Location: Stokenchurch
  • Remote Working: Some remote working possible
  • Salary: £35,000 to £45,000
  • Sector: Paraplanning
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk
  • Telephone: 07854851535

Job Description

Our client is a very well established and successful firm of Independent Financial Advisers based in Stokenchurch, Buckinghamshire.  They are currently recruiting a number for Paraplanners to join the Paraplanning Team.

The position will be suitable to someone who has a minimum of 3 years background in Paraplanning, and working towards or at Diploma Level 4.

It is essential that candidates demonstrate a strong background within a similar environment as a Paraplanner as well as having an outgoing and aspirational personality.

To be successful in this Paraplanning role, you will also need to be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions, trusts and both personal and business protection.

Youi will be responsible for the provision of high-quality technical support and a good standard of literacy, written grammar and numeracy.

Day to day duties will include:

  • fund and product research,
  • writing bespoke and compliant suitability reports,
  • preparing client portfolio review analysis,
  • reviewing letters,
  • overseeing the implementation of investments,
  • cash flow modelling,
  • attendance at client meetings
  • liaising with team Administrators to ensure general client administration is kept up to date.

In return you will receive a competitive salary, company pension scheme (currently with 5% Employer contribution), 4 x Death in Service Life Cover and an Employee Lifestyle Benefit scheme