Paraplanner – Yeovil

RecruitukLtd Salary: £30K to £35K

My Client is a leading Chartered Financial Planning and Chartered Accountancy Firm in the South West. Due to increased business levels and organic growth, my client is looking to partner with a paraplanner where you will be an integral member of their friendly team.

Main duties include;

  • Support Financial Planners with technical research and suitability reports.
  • Liaising with clients and processing any queries daily.
  • Performing ad-hoc tasks when required by Financial Planner.
  • Supporting the administration team.
  • Management of client reviews and maturities.
  • Maintaining confidential information on technical systems.
  • Writing suitability letters and preparing literature for client meetings.

To be considered, the paraplanner will have;

  • At least 1 years’ experience in a similar Paraplanner or IFA Support role
  • Be qualified to the level 4 Financial diploma or on route to obtaining.
  • Sound knowledge of investments, protection, trusts and wills, personal taxation.
  • Be familiar with 1st advisor software and other programs, including Microsoft office.
  • Strong report writing skills.
  • Professional and effective communication skills.

The successful Paraplanner will be joining a highly motivated team and will contribute to performance and efficiency. The great thing about my client is that they are open to your experience, this is a great opportunity as my client will consider paraplanners or senior IFA Administrators who are yet to obtain the full level 4 financial diploma.

My client believes in supporting their staff and will recognize those individuals who demonstrate the desire to develop themselves further. Salary on offer is c£30k – £35k, plus competitive benefits.

If you are interested please contact Keely Parsons on 01179-170-414 or and quote reference 11503.

Key words:

Paraplanning, Paraplanner, Financial Planning, Financial Advice, IFA, FA, DipFA, DipFP, Level 4, Investments, Mortgage, Protection, Pension, Pensions

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