Job Details
Senior Paraplanner
Sector:Financial Services
Region : South East England
Location: Welwyn
Salary:
Job Ref.: SL:SNRPPWLWN
Job Information
A successful and highly regarded IFA firm based in Welwyn, Hertfordshire are looking to add a qualified Senior Paraplanner with extensive knowledge of systems and products.Due to internal promotions and client retention, this business is in need of further support for their advisors.
The successful candidate:
• Preferably obtained Level 4 DipFA, it is essential that the candidate is dedicated to studying for professional qualifications
• Must be highly computer literate, able to pick up new systems quickly, use research tools such as SelectaPension and having developed experience using systems such as First/Transact
• Extensive experience within an IFA, processing new business and writing reports both from templates and bespoke
• Will be involved in client interaction, so it is essential they are professional, approachable and polished
• Vast knowledge of Pensions, Life and Investment products and platform
This is an excellent opportunity for a paraplanner looking to expand their skillset and experience a larger operation.
Please apply within if you have the relevant experience. If your application has been successful in being shortlisted you will receive a call from us within 2 weeks.