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Paraplanner - IFA Practice

2 months ago

Marlborough, Wiltshire, United Kingdom MI Search Ltd Full time
Paraplanner Job Opportunity

We are seeking an experienced paraplanner to join our client's team in their Marlborough office. As a paraplanner, you will work closely with independent financial advisers to provide holistic financial planning solutions to high net worth clients.

Your key responsibilities will include preparing suitability reports, conducting technical research, and ensuring compliance with all relevant policies and procedures.

Our client is a national IFA firm with offices across the UK, offering a supportive environment for professional development and growth. You will have the opportunity to progress towards becoming a financial planner and will be supported in achieving technical qualifications and skills.

To be successful in this role, you will need to have paraplanning experience and ideally be CII Level 4 Diploma qualified or near to achieving this. A basic salary up to £40,000 and benefits package are on offer.

Key Skills and Qualifications:

  • Paraplanning experience
  • CII Level 4 Diploma or near to achieving
  • Excellent technical research and report writing skills
  • Strong understanding of financial planning principles and regulations