Paraplanner

PARAPLANNER

Remote (home working)

Flexible Working

£36,000 - £42,000 (D o E).

Due to continued growth our client, a well established, award winning, IFA business is now looking to appoint a Paraplanner to join their team.

This is a key appointment and you will be working closely with Directors, IFA's and Management team. The business runs a fully remote model for all staff including IFA's and Paraplanners

The successful candidates will support the IFA's with technical research, analysis of financial products to ensure they meet with the clients requirements, processing of new business, submitting applications and case managing through to completion. As well as liaising with product providers, head office and clients alike.

They will also be required to keep up-to-date with product knowledge, ensure they maintain positive working relationships with internal and external stakeholders and communicate in a confident and friendly way. A client-focused approach is essential as the clients are at the centre of everything our client does.

Previous experience as a Financial Planning Administrator, a Paraplanner or possibly as a Financial Adviser is essential, having the Level 4 qualification in Paraplanning or Financial Advice is advantageous, or at least working towards it is a pre-requisite. In return you will receive a highly competitive salary and benefits package.

For more information on this exciting opportunity please send your CV to Douglas McDougall