Our client, a well established and leading IFA, currently requires a Paraplanner to join their growing team.
Candidates will be required to:
- Research products provide appropriate recommendations to IFA’s in all areas of financial planning.
- Prepare reports and letters providing advice
- Maintain client information accurately
Experience:
- Previous experience of working as Paraplanner (or equivalent) within a professional IFA practice
- FPC or equivalent qualified
- Progressing towards or holding Diploma in Financial Planning
- Ideally candidates will have previous report writing experience
In return candidates can expect to receive a competitive basic of £25-35k as well as an excellent flexible benefits package.
