The opportunity for an experienced Financial Services professional to join a fantastic Financial Planning company in Staffordshire who focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefit package
They are requiring an experienced Paraplanner to support the successful Financial Planners of the business. You will be responsible for performing research, obtaining illustrations, using analytical software, preparing client suitability letters and financial report writing, ensuring recommendations are implemented accurately, checking trades on investment platforms, overseeing annual reviews and client liaison .
What’s needed to be considered?
In order to be considered for this unique opportunity, candidates need to have –
- CII Level 4 Diploma in Financial Planning
- Previous experience within a fast-paced IFA Practice
- High level of analytical capability and good communication skills
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner