Job Details

Paraplanner

Sector:Financial Services

Region : West Midlands

Location: Stratford-upon-Avon

Salary:

Job Ref.: SL:PPLNRSTRFRD

Job Information

A vacancy has arisen for an experienced paraplanner due to expansion and market shortage. Report writing is of a high priority to this large firm, and it is important that they find candidates who excel at what they do. For this reason they are able to offer a unique working experience and are looking to beat their competitors on salary and benefits.

Here is what they require from you:

• Financial Services qualifications, preferably Diploma but they are able to consider candidates with only some progress towards this
• Strong report writing skills; if you know how to write reports on protection, pension transfers, tax and estate planning, expect an exciting meeting with this firm
• Professional demeanour and client-facing experience - you'll be the first point of contact for clients and will be working closely with them and their advisor
• Strong IT skills with fluency in systems such as XPLAN/Plum/Defacto and a full working knowledge of wraps and platforms

Here is what they'll offer in return:

• An above-market-average salary - if you're qualified and a strong report writer you can expect a salary of anything up to £50,000 pro-rata
• Structured, tangible career progression which is clear as the role has arisen due to expansion and acquisition
• A fast paced environment where your skills will be stretched and extended and you'll receive ample opportunities to study further

If you're an experienced report-writer, I highly suggest that you apply for this rare and exciting opportunity.