Experienced Paraplanner

This role is with a well respected Chartered Firm of Financial planners that have an excellent reputation within the industry. We have exponentiallygrown over the last few of years and have advisors across the country throughout several offices. The businessis split between providing bespoke Independent Financial Advice as well as having a broad corporate employee benefits offering.

Due to this, they handle a diverse range of case types including Pensions, Investments, Mortgages, Protection, IHT, Tax & retirement planning. The role would be varied in the types of cases and give the chance for someone to really utilise their knowledgein an independent firm.

There is a strong remuneration package on offer and we provide a friendly culture based around working together to achieve the best results. Along with promoting talent internally and offering our staff the best chance to build a career with us, includingproviding financial support for further study.

There is a friendly, outgoing team at the firm and you will be an important part of that working within the paraplanners and administrators to provide a high quality service to the clients at the firm.

**The Required Skills**:

- Experience of working within a Financial Planning or Wealth Management Firm is essential.
- An understanding of paraplanning with knowledge around Suitability report writing is desirable.
- Progress towards the Level 4 Diploma in Financial Planning or equivalent would be advantageous.
- Personable professional who is comfortable dealing with clients both written and verbally.
- An understand and working knowledge around pensions and investments, the FCA and how a Financial services firm operates.