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Paraplanner - Berkhamsted

3 months ago

Berkhamsted, United Kingdom Blakemore Recruitment Full time

Role - Paraplanner

Location - Berkhamsted

Salary - £50,000

Are you seeking your next role in Paraplanning? We are proudly assisting a well established Wealth Management client seek a Paraplanner to join their growing team.

You will be providing administrative and highly technical support to advisers and senior managers and will be providing the client with a positive professional experience.

Qualifications;

Essential -

  • GCSE English & Maths grade C or above
  • Word & Excel intermediary
  • Level 4 Diploma in Financial Services or Equivalent
  • 1 - 2 years’ experience within a financial services setting, preferably an IFA.
  • Financial planning report writing skills.

Desirable -

  • Experience as of defined benefit pensions would be beneficial.

Knowledge and skills;

  • Ability to plan and organise new or familiar tasks and to use a problem-solving approach to respond appropriately to a wide range of enquiries
  • Use of standard applications to process, obtain and combine information - Microsoft Office, Excel, Word, Power point, outlook and database
  • Interpret, use and evaluate numerical and graphical data
  • Excellent report writing skills
  • Good understanding of compliance standards
  • Produce high quality meeting documentation