IFA Paraplanner - Balsall Common

Our client, a Chartered Financial Planning Company are currently looking are looking to recruit an experienced paraplanner who fits well within the culture of the business and can assist them in delivering their high level services as the business continues to grow.

Duties & Responsibilities:
Analyse a client's circumstances, objectives and existing financial planning arrangements in order to prepare a recommendation with the adviser
Undertaking whole of market research across various types of investments, as well as more traditional wealth management products including trusts, pensions and IHT planning
Liaising with other staff members to ensure that advice is compliant
Provide high quality technical, administrative and research support to the advisers
Provide input relating to the suitability of new systems or procedures
Assist in the development of less experienced members of staff

Candidate Requirements:
Previous experience working within a similar role within an IFA Practice
Level 4 Diploma qualified or currently working towards
A high level of analytical capability with good communication skills and attention to detail, as well as the confidence to interact with clients and providers at all levels
Good time management and the ability to organise and prioritise workload

Salary Competitive.

To be considered for this excellent opportunity, please apply today