Vacancy – Experienced Paraplanner – Dec 2016
A new opportunity has arisen for an experienced Paraplanner to join a highly successful Chartered Financial Planners practice.
Working within an established successful team you will support 2 experienced Advisers in areas of High Net Worth including complex pensions and investments work. In addition to report writing you will support the Advisers in the advice process. You will be expected to research and analyse products that are appropriate to the clients’ circumstances, prepare detailed reports, and assist the Advisers in establishing new client relationships.
You will already be Diploma level 4 qualified and be looking to progress further, in addition you will have previous experience of working within an IFA environment.
You will benefit from working for a professional and recognised IFA firm that will encourage you to learn new areas of wealth management. You will also be supported with further training and qualifications, alongside the opportunity to carve yourself a long-term, rewarding career within the business.
ESSENTIAL: PRACTICAL EXPERIENCE AND KNOWLEDGE OF AN IFA ENVIRONMENT Diploma Level 4 Qualified Keen to progress with Industry exams (Working towards Level 6) To be able to work on own initiative with great attention to detail Strong interpersonal skills, drive & energy Motivated by working in a fast-paced environment Organised and able to prioritise Educated to GCSE level or equivalent with grade C or above in Maths & English Able to use software packages such as Excel/Word/Outlook
Beneficial: A good working knowledge of IRESS Adviser Office Previous experience of the Standard Life, Cofunds, Transact and Aviva wrap platforms
What we offer: 35 hour working week Pension Scheme – Employer contribution 4% of salary providing EE pays 4% (gross) Death in Service cover – 4 times basic salary Income Protection 25 days holidays + bank holidays Structured personal development Free on-site parking