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Paraplanner

Posted on Feb 12, 2020 by CV-Library

Ascot, Berkshire, United Kingdom
Accountancy
Immediate Start
£33k - £38k Annual
Full-Time
Exceptional and highly successful Independent Financial Practice is looking to expand its business team with the appointment of an experienced Paraplanner. An exciting and exceptional opportunity for a qualified individual to utilise of their skills, knowledge and qualifications in a vibrant and progressive, happy working environment. As a Paraplanner you will support its clients as part of the financial planning team by providing technical solutions and strategies which enable our clients to meet their financial planning goals. To proactively engage with clients, to obtain or clarify information that we need to be able to provide the best possible advice and to answer client queries of a factual or technical nature. Qualifications Required * Diploma in Financial Planning preferred but not essential Experience Required: * Experience in a technical paraplanning role * Excellent knowledge of investments, pensions, trusts, taxation and protection * Strong investment and fund knowledge * Experience of using fund analysis tools such as Financial Express * Experience of Microsoft Office including Word, Outlook, Excel and Powerpoint Skills Required: * Excellent writing skills * Self- motivated and driven to succeed and deliver a first class service to clients * Good at problem solving and thinking outside the box * 100% client focused * Attention to detail * Ability to work well in a team * Hands on, can do approach to work * Fantastic interpersonal skill As a Paraplanner you will receive a highly competitive overall package, a base salary to £36,000 and a full comprehensive benefits package. Alongside this you will also be supported with your on-going study and development, including financial support and study packs Please apply as soon as possible. You can email or call Robert Pender directly #paraplanner #technicalconsultant #reportwriting #research #planning #planner #paraplanning #ifa

Reference: 211708978

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