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+ and benefits/bonus
Well established, highly regarded chartered financial practice is looking to strengthen their Paraplanning function with the addition of a technically competent, Level 4 diploma qualified Paraplanner looking for a long term future in a business that puts the client first, has developed an excellent reputation and is looking for continual steady growth over the next few years.
The business has developed a superb environment and culture, every member of staff has a voice in the business and the firm is fully supportive of personal growth and development.
To be considered you will have:
- Proven experience in a senior paraplanning or technical role gained within an advisory practice
- Qualified to a minimum of diploma standard, with a desire to continue towards Chartered status
- Overall knowledge of key areas of financial planning and advice - Pensions (including switching and pension sharing orders), Investments, IHT and Estate planning and personal and business protection.
- The ability to understand and interpret a cash flow forecast and summarise the key points
- The ability to interpret complex planning into clear and concise reports
- Understand and apply FCA suitability requirements
- Excellent Word and Excel skills
- Competent using and presenting with FE Analytics and Voyant software
- Experience of, and being comfortable participating in client facing meetings with advisers
- An excellent communicator - both verbal and written form
A full job specification available on request, please contact Sam for more details.
