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PARAPLANNER

Posted on Feb 27, 2020 by CV-Library

Greater London, United Kingdom
Accountancy
Immediate Start
£35k - £45k Annual
Full-Time
AMG Search has an excellent opportunity for a Paraplanner to join an ambitious and expanding IFA business. * As a Paraplanner you will be an integral member of the financial planning team and provide full para-planning support to the IFA’s. * Preparation of all necessary documentation & information for recommendations to be delivered to clients * Assist with research and surveys * Delivery of high quality reports in a timely manner to high net worth clients. * Advice is across pensions, investments, protection, taxation planning & trusts * The Paraplanner is a very important role and it will support the Financial Planning team to enable the achievement of their business objectives and growth targets To be considered for this outstanding Paraplanner opportunity, you will need the following skills and experience: * Minimum Level 4 Diploma/Dip PFS and a desire to develop to Chartered status * Presently in a Paraplanner role and with 3 years+ experience in Financial Services * Communication - written, verbal, presentations * Understanding of regulations and compliance and of the financial planning process * Technical skills across pensions, investments, taxation, trusts * Experience in technical research, report writing and recommendations * Organisation and prioritising work/meeting deadlines Our client is a new and exciting development in the IFA sector. * It is part of a national group that was founded in 2004 * It has a well-defined growth model through the acquisition, integration and further growth of well regarded local IFA practices * Business is further developed through unique marketing initiatives, back office support and nexus of experience. * The continued identity of the individual practice is paramount This is a unique opportunity to take a real step forward in your career as a Paraplanner with a modern and ambitious business. Apply today

Reference: 211599956

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