Benefits:

Office based, with occasional remote working

Hours: 9-5

Holidays: 30 plus stats and Xmas closure

Pension: 8% company contribution

DIS

Study support, if desired

Free parking

Candidate Requirements:

Must have some experience in paraplanning

Candidates should take the time to read all the elements of this job advert carefully Please make your application promptly.
Possess sound technical knowledge in pensions, investments, tax and general financial planning
Proficient with financial planning software, notably FE Analytics, Voyant, O&M Pension Profiler, Asset Adviser, Cash calc etc.
Motivated with a genuine interest in Financial Services, ESG awareness would be desirable
Possess a high level of accuracy, especially in writing reports
Comfortable managing multiple tasks simultaneously and meeting tight deadlines
Exceptional attention to detail, confident working in a fast-paced environment
Excellent communication, organisation and teamwork skills
Friendly, professional and client focused

Role:

Its rare to find superb benefits in a smaller, supportive IFA firm however, our client values employees and, as a result, has excellent staff retention. Due to progression (theres opportunities too), they have a requirement for a Paraplanner, to join their small and friendly team.
Ideally, you will be a Diploma qualified Paraplanner however, candidates with some paraplanning experience will be considered. Support to achieve DipPFS is available, with future progression into advice, for the right individual (if desired).
This is an environment where youll be looked after. Where clients interests genuinely matter and they are treated as they should be.
Youll work out of fabulous rural offices, located near Richmond, with an element of flexibility to occasionally work from home. xbpsjku

Responsibilities will include:-
Paraplanning and administrative support, as required
Create comprehensive and compliant suitability reports
Use research tools to analyse data and provide solutions to meet clients needs and objectives
Work collaboratively with the team to support client outcomes
Build and maintain relationships with clients
Liaise with providers to obtain information

Qualifications:
Level 4 Diploma (DipPFS or equivalent) is desirable, not essential

Know someone who the above job would be a perfect fit for?

REFER THEM ...and receive £250 (in vouchers) when they start in their new role!