Paraplanner (Permanent)
Are you an ambitious Paraplanner with experience dealing with pensions, investments and inheritance tax?
An exciting opportunity has arisen for an experienced Paraplanner to join an established, growing company. The position will involve providing a high level of support to a team of Financial Advisers. This is a fantastic opportunity for a paraplanner looking to further their career or who is looking for their next opportunity.
Benefits
- Working for a successful, growing company
- Supportive team culture
- Progression and training opportunities
Responsibilities
- Advising clients on financial strategies, plans and products
- Preparing suitability reports
- Researching and analysing financial products to meet client objectives
- Recording client data accurately
- Keeping the client and advisor up to date throughout the process
- Supporting the wider administration team
Skills required
- Experience in Paraplanning role within an IFA or Wealth Management environment
- Experience of pension transfer market
- Experience of the administration of IHT and/or Investment products
- Professional with the ability to interact well with clients, colleagues and providers
- High level of accuracy & analytical skills
- Excellent written and verbal communication skills
- Excellent IT Skills
- Highly organised
- Approaches work positively with a can-do attitude
If you have the above skills and experienced and you are looking for your next opportunity, please get in touch today!
Randstad Business Support acts as an employment business when supplying temporary staff and as an employment agency when introducing candidates for permanent employment with a client. Randstad Business Support is an equal opportunities employer and decisions are made on merits alone.
