Job Details
Paraplanner
Sector:Financial Services
Region : East of England
Location: South Woodford
Salary: Salary c. £35K plus bonus and benefits
Job Ref.: 115541
Job Information
My client, an established firm of IFA’s and Wealth Managers are presently looking to expand their team by recruiting an experienced Paraplanner. The suitable candidate would be bright, technical and organised with the ability to work within their adviser team and produce reports, recommendations and other support material. Ideally already qualified to Diploma status and with several years’ experience in paraplanning and preferably with experience of working with auto enrolment pensions.Qualifications
Ideally will be RDR level 4 diploma qualified, or progressing towards.
Experience
Has some experience in researching and writing suitability reports for clients.
Minimum 2 years’ experience working as a paraplanner.
Good knowledge of point of retirement pensions/investments, protection products and the auto enrolment pensions process.
Computer Skills
Will preferably have experience using;
1st software
Adviser office
Co funds
Elevate platforms
Microsoft Office
Personal Attributes
Hard working
Ability to work under pressure
Motivated
Conscientious
Personable
In return the client is offering a salary c. £35K plus benefits and comm. share on non-regulated business. The opportunity and encouragement to progress their career with further professional and industry qualifications.