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Paraplanner Job descriptionOverview: An excellent opportunity for an experienced paraplanner has arisen to join a small reputable IFA practice in Preston. Your role will be supporting a team of four highly experienced and respected advisors. They're very growth-minded, and are happy to support as you develop your career.
The office is based close to Central Preston, well served by road and rail connections.
Key Skills: You will need to have worked within the Financial Services industry and as a paraplanner for the last 2 years and have a working and competent knowledge of financial services products which include Pensions, Investments, ISA’s and Protection policies. You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. You will need to be a team player and be happy to help other team members when required.You must have had experience of writing suitability reports.If not already qualified to diploma level, should be part qualified or keen to progress further.Experience using Intelligent Office and Selectapension would put candidates at an advantage.
Key responsibilities and accountabilities:1. Produce professional suitability reports2. Tailoring suitability letters to individual clients3. Responsible for file preparation for meetings and existing business administration4. Provide specific product, provider and fund research5. Assisting administrators during busy periods and working in a team environment.6. Other administrative duties
Ideal Hours:Mon-Friday 8am-4pmJob Types: Full-time, PermanentSalary: £35,000.00 per year (dependent upon experience)Hols: 25 days plus bank holidays
Schedule:
- Monday to Friday
Experience:
- Financial Advisory Support Occupations: 2 years (required)
