Job Details
Paraplanner
Sector:Financial Services
Region : Greater London
Location: London
Salary: £25,000-£35,000
Job Ref.: SL:PPLDNJNR
Job Information
A large IFA practice with a strong presence in the city are looking for a Paraplanner to join their ever expanding team.In a role which will involve project work and ad-hoc paraplanning support to a number of advisors, the successful candidate will need skills in:
• New business processing, valuations and suitability reports
• Obtaining quotations using plaforms and wraps
• CRM systems knowledge (e.g. Intelligent / Adviser Office)
• Experience in supporting an IFA - this role does not suit candidates from banking/provider backgrounds
• Excellent telephone manner, strong organisational skills
• Preferably partway through DipFA (ideally have completed R01 and one other exam towards the Diploma)
As a result, the company are offering a competitive salary, excellent benefits package and full study support.
Due to the nature and size of this business, there will be significant growth in 2017 and therefore natural opportunities for progression will arise.
If you have the skills described and are looking to join an elite firm and support talented Independent Financial Advisors then please apply within.
Successful candidates will be contacted within 2 weeks of application.