Job Details
Paraplanner - Reading
Sector:Financial Services
Region : Greater London
Location: RG1
Salary: £25k - £35k + benefits
Job Ref.: MS:REAPP1
Job Information
Paraplanner/Senior ParaplannerSector: Financial Services
Region: Bedfordshire
Location: Bedford
Salary: £25,000-£35,000+ plus Benefits
Would you like to for an award winning and leading Wealth management body£
Would you like to work for an organisation that prides itself in developing staff£
Due to their ongoing success an opportunity has arisen in a well-established medium sized Wealth Management firm looking to expand due to the nature of the business exposure, they now have an opportunity for a Paraplanner to join their exciting team.
You will be joining the organisation at a very exciting time where you will be able to develop your skills further and will be based within a friendly and professional environment.
Duties of the Paraplanner:
• Assessing of files following client meetings
• Establish client objectives
• Liaise with Advisers, Administrators and Managers
• Production of quality, accurate, compliant letters, analysis, reports and summary sheets
• Analyse existing financial products
• Report Writing
Requirements of the Paraplanner:
• At least 2 years experience supporting within an IFA firm (not a bank/provider)
• Diploma qualified or close to attaining DipFA/DipPFS status
• Experience in writing technical suitability reports and conducting high quality fund research
• Providing extensive administrative and technical support to the advisors
• Experience using either Avelo or XPLAN with a strong knowledge of provider WRAP platforms
• Excellent communicator, organised, knowledgeable and technically minded
This company prides itself on nurturing and progressing their staff, making this opportunity one of a kind, due to the firms opportunities for promotion will arise rapidly.