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.