Job Information

Paraplanner
An opportunity to join a successful firm of Wealth Managers based in Aylesbury for a full time Paraplanner to support the Managing Director and his growing team of Financial Planners.
The candidate should have a minimum of 2 years of experience in an IFA practice and be studying for or hold the Certificate in Paraplanning or a Diploma in Financial Planning. The ability to work without direct supervision is essential, as is the ability to work as part of a small team within a wider organisational structure. A willingness to adopt the technology, systems and processes used within the wider organisation is also required.
The candidate will be highly organised and be responsible for a wide range of duties including:
Preparation of information for client meetings
Technical research including portfolio analysis, pension switches, tax calculations
Preparing suitability reports
Liaising with clients and responding to queries
Experience of the following would be an advantage:
Adviser Office
Financial Express Analytics
Selectapension
Exchange
Exam support is provided.
20 days holiday plus bank holidays and period between Christmas and New Year