Paraplanner

  • Job Reference: 00000273-1
  • Date Posted: 26 August 2021
  • Recruiter: Independent Resourcing Consultancy
  • Location: Taunton, Somerset
  • Salary: £35,000 to £45,000
  • Sector: Paraplanning
  • Job Type: Permanent
  • Contact: Andrew Daly
  • Email: andy@ircfs.com

Job Description


Company:

Recognised as a 2021 Best Company employer and Top 50 Best Companies to work for in the South West, this large firm provides a comprehensive Tax, Financial Planning and Business Advisory service to private and corporate clients.

Position:

As part of an established Paraplanning team, this position will involve supporting multiple Financial Planners with full research and reporting writing across Investment, Pensions & IHT Planning.

This position would suit an experienced Paraplanner looking for an opportunity to support multiple Financial Planners with a diverse range of technically challenging cases, within a supportive environment that provides full exam support and encourages progression.

What’s on offer:

  • Modern office based in Taunton with free on-site parking
  • Excellent benefits package and yearly pay reviews to match experience
  • Ongoing training, exam support and structured progression

 

Requested experience:

  • Previous Paraplanning experience
  • Knowledge of Investment, Pension, IHT Planning & Centralised Investment Propositions

    Desirable experience:

  • DipPFS or equivalent qualification
  • Knowledge of Trusts
  • Previous experience with Intelligent Office and Voyant or Cashcalc