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Reed
,
Alton, Hampshire
Paraplanner
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
My client is a successful IFA practice located on the outskirts of Guildford. Their main focus is to provide their clients with advice to help strengthen their financial position My client is seeking for an ambitious, experienced and self-motivated Senior Paraplanner to join their team Duties As Followed: Production of all advice reports completed by the team Oversee colleagues’ reports and provide compliance sign-off on less complex reports To provide support and training to less senior members of the paraplanning team Provide technical support to advisers and administrators regarding complex planning matters. Skills/Experienced Required: Previous Paraplanning experience Level 4 Diploma in Regulated Financial Planning with the desire to gain the Advanced Diploma in Financial Planning Strong background knowledge in Financial Services Experience writing suitability reports This is an excellent opportunity for an experienced Senior Paraplanner to join a successful IFA practice and work in a hardworking and professional team. If you think you are a suitable individual with the right skills please get in touch.