We are currently recruiting for a growing financial planning firm in Stokenchurch who are looking to recruit a Senior Paraplanner due to company growth.
The position will be suitable to someone who has a good working background in Paraplanning, and either Chartered, working towards Chartered, or at Diploma Level 4 Qualified with at least 5 years experience.
It is essential that candidates demonstrate a strong background within a similar environment as a Paraplanner as well as having an outgoing and aspirational personality.
To be successful in this Paraplanning role, you will also need to be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions, trusts and both personal and business protection.
Your key responsibilities will be provision of high quality technical support and a good standard of literacy, written grammar and numeracy. Day to day duties will include fund and product research, writing bespoke and compliant suitability reports, preparing client portfolio review analysis, reviewing letters, overseeing the implementation of investments, cash flow modelling, attendance at client meetings and liaising with team Administrators to ensure general client administration is kept up to date.
You will be computer literate with the ability to use Microsoft Office including Excel and Word with a good knowledge of analytical tools and numerical aptitude. A good knowledge of IO would be beneficial.
Job Tasks and Responsibilities
Personal Requirements
Benefits Package
This is a fantastic opportunity for the right candidate to progress their career in a well-respected company that offers fantastic additional benefits. So, if you think you have the necessary experience for this Paraplanner role please apply now!
Senior Paraplanner - Stokenchurch • Stokenchurch, GB
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