Paraplanner

Sector: Accountancy, Banking and Finance
Salary: £25,000 - £35,000 per annum
Location: Braintree
Role: Full Time
Contract: Permanent
Job ref: 910551
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A directly authorised IFA Wealth Management practice based in Braintree, is looking for a Paraplanner to join their friendly, professional team.

They provide professional advice and financial planning solutions for both individual and corporate clients. The successful business has seven financial advisers as well as an experienced administration team and is expanding.

You will be working with the other members of the team to provide first-class technical support to the partner/Senior IFA. This is a fantastic opportunity to become a key member of the team where you will be valued and be able to add real value to a bespoke financial planning business.

Key tasks:

  • Providing administration support, to include file maintenance, processing new business, preparing investment valuations and dealing with routine correspondence.
  • Report writing, preparation of suitability letters, including preparation of spreadsheets.
  • Processing new business, including inputting onto our investment platforms.
  • Keep up to date with new products, technical or legislative changes within the marketplace.

Skills:

  • Ideally, you will be working towards or hold a Level 4 Financial Planning Diploma.
  • Excellent interpersonal and communication skills.
  • Strong analytical skills and work in a structured, planned manner.
  • Knowledge of investment platforms.
  • Use of financial provider software e.g. Selectapension, Assureweb etc.
  • Good IT skills and use of Xcel, Office and Outlook.

Salary based on experience and qualifications.

Contact Jody Collings to talk about this role on 01376 517079