Job Information

Cameron James is working with a successful IFA Practice based in Berkhamsted, in the recruitment of a Paraplanner to join their growing team. You will responsible for preparing advice cases for submission, producing suitability reports, researching financial products, reviewing products.
Duties to also include:

• analysis of client circumstances, objectives, risk profile, tax considerations
• ensure all paperwork is compliant with FCA guidelines
• preparing application packs for business submission.
• keep up to date with industry changes
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This is a technical position, dealing at times with complex figures and rules so experience of working within a financial services company with knowledge of investments and pensions would be beneficial. The ideal candidate will have solid numeracy skills, with experience of conducting research.
Benefits offered with this role include 22 days basic holiday (rising to a maximum of 25) plus bank holidays and a contributory pension scheme.
Key Skills Required (Essential)
Literate, Numerate, High level of attention to detail, Communication Skills, Commitment, Analytical, Good IT skills including all office products.
Key Knowledge (beneficial)
Past and Present Knowledge of Financial Services Products
Working towards QCF Level 4 Qualification (or equivalent)

Salary up to £35,000