Technical Support / Paraplanner – Part Time (2/3 days per week) – City

Technical Support / Paraplanner – Part Time (2/3 days per week)

City area

To £30-£35K FTE + benefits and bonus

Seeking a PART TIME paraplanner to work closely, one on one, with a generalist IFA in a medium sized financial planning practice. This is an excellent opportunity to work part time / flexibly in a permanent, office based role.

Responsibilities will include:

Assisting with production of client reports Obtaining accurate product and portfolio valuations

Monitoring the progress of the advice cycle

Researching products and plans covering protection, investment and pensions

Monitor internal processes and compliance

To apply for this role you will need to demonstrate recent experience within an IFA in a technical support / paraplanning role and be able to work on your own volition

Have a broad knowledge of pensions investments and protection business.

Part Diploma qualified

Able to work to a consistently high standard on your own initiative

Have excellent organisational skills and be able to work within defined processes efficiently.

Expereince of Intelligent Office is a distinct advantage

Financial support and training is given for professional exams.

Salary is competitive and negotiable dependent on experience and qualifications.

Apply to mail@jamesassociates.co.uk

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