I am seeking an experienced Paraplanner to join growing business with a strong presence in the Midlands, the successful candidate will work alongside the existing team with a view to continued growth and development.
Key tasks will include;
- Working closely with IFA's undertaking product and provider research to identify appropriate solutions for clients within specified timescales;
- Drafting letters and suitability reports for a full range of products;
- Effectively summarising recommendation options for IFA's;
Communicate directly with clients on behalf of the Advisers when required;
Maintain a high degree of technical knowledge relating to core products;
Assist in the training and development of other members of the team;
Working under pressure and within tight deadlines is a necessity within this role.
You will hold a Level 4 Diploma in Financial Planning. A strong understanding of pensions, investments and tax planning, with strong report writing and can discuss financial products with clients, face to face. Further study and career growth will be financially supported.