My client, an established firm of IFA’s and Wealth Managers are presently looking to expand their team by recruiting an experienced Paraplanner. The suitable candidate would be bright, technical and organised with the ability to work within their adviser team and produce reports, recommendations and other support material. Ideally already qualified to Diploma status and with several years’ experience in paraplanning.
Will ideally be RDR level 4 diploma qualified.
Experienced at research and writing suitability reports for clients.
Minimum 2 years’ experience working as a paraplanner.
Experience of Wealth Management, Investments and Pensions
Ability to work under pressure
In return the client is offering a salary c. £38K plus excellent benefits package and bonus, with the opportunity, encouragement and support to progress their career with further professional and industry qualifications.
Plus bonus and benefits