My client is looking for an experienced Paraplanner (or suitable administration professional with a desire to move into Paraplanning) to join their established Financial Planning support team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals.
My client is ideally looking for a candidate who is level four qualified with two plus years of exposure to Paraplanning, however my client is open to considering someone who has passed four of the six CII exams with some exposure to report writing.
This role has arisen through an internal promotion of one of my client existing Paraplanners into an advice position which should serve as inspiration to anyone applying for this role who has aspirations to become a Financial Planner.
My client is one of the county's leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none.
Role purposeThis role involves providing vital support to my clients team of Financial Planners, researching products, investment strategies and financial planning solutions, tax calculations, preparing financial planning and recommendation reports, including provision of technical support. You may on occasion be expected to act as the technical interface between the consultants and the clients, which is valuable exposure in your career progression.
Responsibilities