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Paraplanner

  • Salary: £30000 - £35000 per annum + bonus
  • Location: Beaconsfield
  • Job type: Permanent
  • Job reference 37204
This vacancy has now expired.

Paraplanner
Based in Beaconsfield

Our client, a dynamic and modern IFA based in Beaconsfield dealing with a wide range of high net worth individuals, is looking for an experienced Paraplanner to join their growing business.

Duties will include:

  • To assist in managing clients' planning needs and solutions across their private client business
  • Prepare client letters/proposals containing advice and recommendations, reports and research documentation
  • Attend client meetings
  • Maintain asset and income schedules
  • Deal with client queries as appropriate, via telephone or in writing
  • Ensure that client queries are appropriately investigated and accurate responses given
  • Identify the relevant areas that should be addressed as part of the planning process
  • Prepare suitability letters in accordance with agreed recommendations, ensuring all relevant compliance paperwork has been carried out

Ideally you will have

  • A Diploma in Financial Planning or equivalent
  • A proven track and successful record in paraplanning, minimum 3 years
  • Strong research and report writing skills
  • Technical product knowledge of wealth management products including pensions, investments and protection
  • A positive attitude with excellent team working skills

A competitive salary is offered, depending on experience plus excellent career prospects

 

Please note that we will only contact those candidates that we assess as suitable for the positions we have currently available based on their experience, training and skills that they identify. If you do not hear from us within 5 working days from your registration, please accept our apologies but we are unable to help you on this occasion.

Bucks and Berks Recruitment is an equal opportunities employment agency and employment business that is serious about its compliance with legislation. Bucks and Berks is acting as an Employment Agency in relationship to this role (if the vacancy is for a permanent position) or is acting as a Recruitment Business in relationship to this role (if the role is for a temporary position).