Paraplanner Job in Southport, North West Uk
A fantastic role has arisen for a Paraplanner to join a leading IFA firm near Southport in Merseyside.
Your main duties will be to provide vital support to the Financial Planners (Advisers) which includes technical research and analysis, client factfind case analysis and ongoing review, compliance related projects and the preparation of letters, reports and technical briefings.
This is an extremely varied role and you may also be expected to handle day-to-day details like speaking to clients, attending product meetings and you would be expected to generally assist the firm in providing the clients with a highly personal, bespoke financial planning service.
As well as this you would be responsible for carrying out research within the framework of agreed projects and would need to be able to work efficiently and to tight deadlines.
You will be expected to be able to work independently and as part of a team. You would be responsible for providing a professional and holistic financial planning service and you would need to be absolutely dedicated to continual training, development and committed to constantly keeping up to date.
Someone who excels at time management and prioritising work loads would thoroughly enjoy this opportunity.
ESSENTIAL Requirements for the Role:
DIPfs MINIMUM Qualification expected.
Salary for this role will be up to £30,000+excellent benefits including company profit scheme