Trainee Paraplanner / Paraplanner
Salary of up to £35,000 + benefits (dependent on experience and qualifications)
My client are an established, professional and forward thinking Financial Advice practice seeking an experienced Financial Planning professional to join their Paraplanning team due to growth. This represents a fantastic opportunity to join the organisation in an exciting time of growth and restructuring, and to become part of a boutique, friendly and welcoming team. Opportunities to progress are also available for those aspiring to take the next step in their career!
The appointee will play an instrumental role in supporting the firm's Financial Advisers with all things paraplanning - conducting product research, compiling suitability reports on technical cases, dealing with clients, providers and other 3rd parties to compile relevant information. The organisation runs investment portfolios for clients and being part of the in-house Investment Committee is also in the successful candidate's remit.
In order for your application to be considered, you need to have prior experience in an IFA practice/Wealth Management organisation, strong technical knowledge of pensions and investments as well as practical experience of research tools such as O&M Pension Profiler and Synaptics.
If you meet the experience criteria and would like to find out more, please contact Antonia Mihaylova at Search Financial Services directly on 0161 835 8318, 07580 429 541 or firstname.lastname@example.org. Alternatively, I can be contacted via Linked-In. All calls and correspondence will be treated in the strictest confidence.
If this role isn't for you, Search Financial Services offer voucher incentive for recommendations/referrals … Ask for details!!!
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.