Our client is a Norwich based leading IFA firm is currently seeking an experienced Paraplanner/ Technical Administrator to join their growing and busy team;
Our client is a respected firm that provides unbiased advice to both individual and corporate clients. They have a highly qualified and experienced team who provide our clients with a dedicated and professional service.
The role will be to provide all advisers with technical paraplanning support, provide administrative and paraplanning assistance to back office staff when required;
We are looking for candidates that have at least 3 years’ experience working for an independent adviser firm with whole of market experience
Required Skills/ experience-
- A working knowledge of DB and DC pensions
- Familiar with FE analytics / protection quotes systems
- The ability to produce IHT / CHT / CF calculations
- Is able to write reports if required, but would be infrequent, so some previous paraplanning experience useful
If you have the required experience and are looking to further your career with a firm that can provide further technical training and support you through further industry qualifications please apply today.