Paraplanner

PARAPLANNER, Northampton, salary dependant on experience

My client is a well established IFA firm looking for a Paraplanner to join their close-knit team.

You'll quickly become an integral part of the team, working in a close and supportive environment so be happy and willing to take on a wide range of responsibilities. There is a lot of cross over in the work between the Advisers and the admin team. They'll definitely keep you busy with varied and interesting work.

What you'll be doing

* Working with the Financial Advisers completing reviews
* Preparing and maintaining client files
* Responsibility for the client review diary
* Conducting product analysis and research
* Producing suitability reports
* Liaising with product providers, our administrators and clients
* Have an awareness of compliance for files and keeping updated on changes

Your Skills

* Excellent understanding of the financial planning process
* Diploma Level 4 Qualification or working towards it is preferred
* Great self-motivation
* Highly organised and able to work effectively under pressure
* Solid report writing and communication skills
* Enjoy being part of a small team

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.