Paraplanner recruitment
Our client is a well-established and respected firm of IFA’s and Investment Managers with an ethic built upon the provision of a quality and truly holistic financial planning service. An excellent opportunity has arisen for an experienced Paraplanner to join the firm and provide a dedicated support service to the top producing IFA’s and facilitate the smooth processing of new and existing business. You will be given a rewarding work environment with an
Alongside the usual Paraplanner experiences, the ideal candidate must:
• Have 3-5 years’ previous experience in a Paraplanner role, ideally within a Wealth Management or Private Banking environment.
• Have attained the Level 4 Diploma in Regulated Financial Planning (DipPFS) as minimum
• Have experience of dealing with high Net Worth clients
• Have experience of completing research and reports for investment and pension scenarios, particularly for older, more wealthy clients
• Have personal drive and enthusiasm to develop knowledge and skills
• Be organised with an eye for detail
• Be self motivated and a logical thinker
• Have experience of working within a team