Paraplanner

Location

South West: Wiltshire.

Salary

£25,000 - £35,000

Job Reference

DFP51251

Job Profile

Paraplanner - up to £35k per annum - Wiltshire - Monday to Friday 9am-5pm, 25 days holiday plus bank holidays, pension, DIS plus holiday purchase scheme

An experienced Paraplanner is required to join a National Financial Planning and Wealth Management organisation with offices throughout the UK where you will join a very personable and vastly experienced Team at their Wiltshire base.

As an experienced Financial Services professional you will work closely with the IFA's by providing full technical support conducting detailed client research assess financial objectives and write detailed reports. You will carry out product research, assist with reviews and information requests by acting as a point of contact, maintain client records, prepare client files, obtain illustration requests and arrange for plans to be submitted to providers.

Applicant Requirements

As a Paraplanner you will have:

  • Experience working as a paraplanner dealing with the whole of the market
  • Financial Services product knowledge including Life, Pensions and Investments
  • The ability to work to deadlines and be able to work under pressure
  • Excellent organisational skills and experience managing own workloadExceptional communication skills both verbal and written
  • Industry qualifications - Diploma qualified preferable or working towards
  • Good IT skills including word, excel and PowerPoint.

Contact

Donna Pastor
Tel: 0113 244 0846 Mon to Fri 8.30am - 5.30pm.
Email: dfpastor@iauk.co.uk
IAUK

Thank you, your application has been sent.

Would you like to receive information about similar jobs?
Set up email alerts now! It's FREE!

Please complete all required fields and/or tick all boxes accordingly.

Apply

If you can see this input, leave it blank. Any content added will mean your email will not be sent.

Please tick this box to confirm you have read, understood and agree to our privacy policy.
Please tick this box if you are happy to receive marketing information from our company by way of jobs that match your experience and wishes. (This information could take the form of email, text or phone)

cancel

×