Paraplanner – Wimborne

Recruit UK is working alongside a Financial Planning firm in Wimborne who are looking to take on a Paraplanner to join their expanding team.

Working closely with the rest of the support team, you will be required to provide efficient Paraplanning and administration support to a financial adviser, working within agreed business objectives. Duties will involve elements of report writing, compliance, research and general financial services administration and data maintenance.

To be considered for this position, you will have at least 2 years relevant experience in paraplanning and report writing with an analytical and methodical approach, will hold FPC or equivalent on route to obtaining level 4, alongside the willingness to develop your skills and qualifications further and will have an understanding of Intelligent office or Intelliflo and O&M knowledge. It would be beneficial if you have experience in DB Pensions.

Our client is more attracted to those individuals who have the ability to fit in with the office. It is a very friendly, positive environment and it is essential for it to continue this way, so you will be a team player, hard working with a positive attitude and excellent interpersonal and communication skills.

You will be able to hit the ground running and will have a professional approach at all times.

The successful applicant will receive a salary c£30,000 – £35,000 doe with the potential to progress your skills within a well-regarded company.

To discuss this role in more detail, please contact Keely Parsons at Recruit UK on 01179-170414. Quote reference 11492


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