Job Information

Role: Paraplanner

Location: Essex

Salary: Negotiable

Job Information

Our client a successful IFA based on the outskirts of Essex set in a picturesque Rural area in a renovated farmhouse.They require a Qualified or partly qualified Paraplanner to initially start of with part Paraplanning and Administration and then developing rapidly.

This exciting opportunity requires somebody with previous experience in a paraplanning role within financial services, and someone who is wanting to develop and grow with a business.

Reporting to a Technical Director, responsibilities within the role will include;

• Providing detailed and high quality research on all financial products
• Writing technical and detailed suitability reports
• Liaising with advisers throughout the process
• Producing accurate cash flow models
• Provide administrative and clerical support to IFA’s as required
• General administration for the advisers
• Up keep of reports and helping the advisers on a daily basis in all areas

Experience in a similar previous role & IFA environment is essential. Good computer literacy is expected Candidates will need good written and verbal skills along with strong organisational skills.

This is a great opportunity to join a well-respected IFA and move into a busy role that offers real career progression. For more details please contact Sam Bates at our Leeds office on 0113 24 29 411