Job Details
Paraplanner - Essex
Sector:Financial Services
Region : South East England
Location: CO4
Salary: £25k - £35k + bonus + pension + study support
Job Ref.: SB-PARAESX
Job Information
Due to business growth, this prestigious and well regarded client in the Essex area is seeking a Paraplanner to join their team. This is a fantastic opportunity to join a prestigious IFA firm.The ideal candidate will be as follows:
2/3 years experience as a paraplanner at a chartered IFA firm/consultancy rather than a bank/provider.
Have experience writing valuation reports and suitability letters and producing high-level research
Experience in submitting and processing new business as well as outting together portfolios
Strong technical knowledge of pensions, life and investment products
Experience using wrap platforms and back office systems such as Avelo.
Interested in roles which would support progression to an advisor level
A keen eye for detail and administrative experience
If you are interested in joining a team with fast progression and outstanding opportunities and you have the relevant experience then this is the role for you.
With a fantastic salary structure between Β£25000-35000 dependent on experience and full study support up to Chartered Status, this opportunity will improve you career prospects with study support.
Please apply online and a consultant from Cameron James will be in touch.