Paraplanner

An exciting opportunity has arisen for an Experienced paraplanner to join a dynamic family owned Financial firm

Are you an experienced Paraplanner looking for your next challenge? Do you want to be part of a growing company and for your efforts to be recognised?

The Company

A friendly family owned IFA firm offering a wide range of financial services. Our client has a wealth of knowledge and experience behind them and they pride themselves on offering an exceptional personal service to their clients.

The Position

To provide a professional level of Paraplanning support to the business, reporting mainly to the MD as well as the company's team of advisers.

Role responsibilities will include:

• Taking responsibility for personal paraplanning administrative duties making sure that arrangements are compliant with FSA Regulations
• Assisting the MD in drawing up templates for company report writing procedures which are easy to understand and use and are compliant within FSA Guidelines.
• Ensuring that all relevant “money laundering/proceeds of crime” checks are made in relation to your area, making the MD aware of any concerns as soon as practicable.
• Keeping up to date with legislative changes, attending seminars, briefings and meeting with broker consultants relevant to the Paraplanning role.

Benefits will include:

• Salary Circa £40k depending on experience.
• 25 days' annual leave, plus bank holidays.

The person

The successful team player will have worked within an IFA or wealth Management environment as a paraplanner. This is a busy role and would suit a confident and proactive professional. Having a “can do” working style would complement this role greatly. You will be hardworking, organised and be able to manage your work load efficiently and effectively.

Knowledge, Skills & Experience required

• Completed Diploma in Financial Planning
• Previous experience of Paraplanning within a financial services organisation
• Excellent attention to detail and accuracy
• Excellent communication skills.

Location

• The role will be based at their Kettering offices

Key Words: Paraplanner, Financial, Kettering, Northamptonshire, Corby, Wellingborough, Northampton,