An opportunity has arisen at our clients Aylesbury office for a full time Paraplanner to support the Managing Director as he expands his team.
As a Paraplanner you should have experience in an IFA practice and be studying for or hold the Certificate in Paraplanning or a Diploma in Financial Planning. The ability to work without direct supervision is essential, as is the ability to work as part of a small team within a wider organisational structure. A willingness to adopt the technology, systems and processes used within the wider organisation is also required.
The candidate will be highly organised and be responsible for a wide range of duties including:
•Preparation of information for client meetings
•Technical research including portfolio analysis, pension switches, tax calculations
•Preparing suitability reports
•Liaising with clients and responding to queries
Experience of the following would be an advantage:
•Financial Express Analytics
•Exam support is provided.
If you enjoy working in an environment where hard work is appreciated and rewarded and would like to be considered for this role the hiring company would love to hear from you. Please attach your CV to the link provided and they will be in direct contact.
This advert is being managed by Partners of Research Ltd. trading as Hiring People. Your details will be passed onto our client. In some cases, where our client is acting on behalf of another employer, your details will also be passed onto them. We expect our clients to hold your data in a responsible fashion, but ultimately have no control. Partners of Research Ltd and/or our client may contact you confirming receipt of your application. Your data will be located on servers both within and outside the EU.