Our client a well established practice is looking for an experienced Paraplanner with experience in writing complex financial planning reports on issues such as Trust Planning, IHT Planning, Pensions, Investments and Wealth Management.
The role will involve all aspects of supporting an Independent Financial Adviser. In addition you will be expected to be able to engage with the other departments within the business to ensure that client service is delivered successfully.
Experience of using Adviser Office and platform software will be an advantage, but full training can be provided.
Our client have a commitment to the highest levels of professionalism. The candidate will ideally be at least Diploma (Level 4) qualified, but preferably progressing towards or qualified to Advanced Diploma/Chartered (Level 6). We provide support with ongoing study and will require candidates to take further qualifications to gain Chartered status and to take part in Continuous Professional Development (CPD).
Our client offers a competitive salary and benefits package.
Please email your CV to firstname.lastname@example.org to be considered for this role.