Paraplanner

Resource Matters Ltd

Posted 11 hours ago, valid for 7 days

Derby, Leicestershire DE74 2YW, England

Full Time

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Sonic Summary

Our client is seeking a Para Planner to support their growth through organic development and acquisitions.
The role is primarily office-based with some flexibility for remote work.
Candidates must be Level 4 qualified and have experience as a Paraplanner in an IFA environment.
The successful applicant should have a proven ability to conduct research and write quality recommendation reports, focusing on client needs while ensuring compliance.
A competitive salary is offered, along with an employee benefits package, although the specific salary range is not disclosed.

Our directly authorised client continues to grow organically and via acquisition thus they now seek a further Para Planner. The role is office based with some flexibility to work from home

To help to ensure the advice provided is considerate to the client and appropriate, the Para Planner works with the adviser to achieve this.

The successful candidate will be:-

Level 4 qualified.
Experience of working as a Paraplanner within an IFA environment.
Proven record of conducting research and writing quality Recommendation reports. Focus on client friendly whilst meeting Compliance needs

Knowledge and experience:

Pre and post-retirement.
Pension transfers & SIPP providers.
Investments.
Taxation.
Research tools & Cashflow modelling.

Remuneration

In return a competitive salary within the Para Planner market is on offer together with an employee benefits package

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Paraplanner

Managing Consultant (Recruitment)

Recruitment Branch Manager

Senior Recruitment Consultant