Paraplanner

Job Title: Paraplanner

Location: Trowbridge

Job Sector: Financial Services

Job Type: Permanent

Salary: Competitive

Job Reference: LS/20373

About the Role:

My client is looking for a paraplanner to join their highly technical and focused financial planning/ paraplanning team.

The role available is for a financial professional with experience of working as a paraplanner supporting a team of IFAs. You must have a passion for providing a high level of client service and ambition to advance your career through the undertaking of exams. Ideally you will have the diploma in financial planning or working towards.

Duties will include general administration and technical support to a team of Independent Financial Planner’s. The Paraplanner will work alongside more senior colleagues and learn to identify areas for planning and assist with technical research and analysis. It will be the Paraplanner’s responsibility to ensure that all paperwork and client information is up to date and available in preparation of Client and Advisor meetings. The Paraplanner will also complete standard Suitability reports and help to review and analyse clients’ Investment portfolios with an involvement on making suitable Recommendations.

About the Company:

This vacancy has become available due to growth of their client book. My client, a successful Financial Planning and Asset Management consultants has a solid reputation for providing goal based and age related financial planning. Core areas of advice include Wealth Management, Mortgage Planning, Later Life and retirement planning including Estate Planning and Equity Release. My client is also a specialist at providing biblical money management and are part of the association of Christian Advisors.

Their ultimate priority is to assist clients to achieve their lifetime goals by helping them to analyse their financial situation and implement a realistic plan in order to achieve them.

Key Skills/Experience Required:

To be successful in this role you will need to be an ambitious paraplanner with the diploma in financial planning or actively working towards.

Salary/Benefits Information:

A competitive salary will be on offer and relative to the existing experience of the successful candidate. My client encourages all employees to improve their knowledge through the undertaking of exams and support employees to fund their qualifications. There is a financial reward for passing an industry related exam.

My client offers an annual bonus scheme, a long-term bonus/ saving scheme and they match pension contributions up to 5%.

Footnote

If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Due to the overwhelming Application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.