Junior Paraplanner

Recruiter
Anthony Alexandra
Location
Woosehill
Posted
11 Aug 2018
Closes
08 Sep 2018
Job role
Accountant

An excellent opportunity exists to join an IFA Practise based in Berkshire. We are currently recruiting for a bright and forward-thinking Junior Paraplanner to assist/support a Senior Paraplanner. As a Junior Paraplanner, the role requires you to have the ability to work within a fast-paced environment, adapt to industry changes and can adjust to various different deadlines and progress within the IFA.

As Junior Paraplanner you will have had some strong experience working in a Financial Planning environment with knowledge of products such as Pensions, Investments and Protection. You will preferably have started on a financial planning professional qualification such as the level 4 diploma in Financial Planning.

Duties and responsibilities for this role include:

  • Process and deliver suitability reports for a variety of IFA's
  • Obtaining relevant research relating to proposed advice
  • Processing New Business
  • Liaising with clients
  • Supporting Financial Advisors and Paraplanners
  • Office administration

The ideal candidate should have the following skills, qualifications and experience:

  • Experience working within an IFA environment (preferably over 3 years)
  • Knowledge of Investments, Pensions and Protection products
  • Professional qualifications would be an advantage
  • Experience is using IFA Back Office systems such as Intelligent Office or Adviser Office

The successful candidate will have the opportunity to grow within a forward-thinking environment and study towards further diploma qualifications if needed. The role includes attractive benefits with opportunities to progress within the company.

Similar jobs

Similar jobs