Paraplanner – Corsham

RecruitukLtd Salary: £30K to £35K

We are working with a successful IFA based on the outskirts of Corsham who are looking to take on an experienced Paraplanner to join their friendly support team. They focus on providing a bespoke and quality service to their HNW clients meaning this role will offer great variety on a daily basis.

To be considered for this role you will need to have previous experience as a paraplanner or have been giving Advice whilst having a range of technical knowledge.

Key duties will include:

  • Undertaking research and analysis to identify suitable solutions to meet client needs
  • Preparing draft recommendations
  • Preparing suitability reports
  • Preparing necessary application forms, illustrations and compliance documents
  • Attending client meetings
  • Preparing financial statements
  • Preparing cash flow analysis

Knowledge of Intelligent office would be beneficial as well as holding the level 4 diploma or be very close to obtaining.

For more information on this role please contact or call 01179-170-416 and quote reference 11501.

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