To £50,000 + benefits and bonus
Working closely with a very successful, dynamic and entrepreneurial IFA this paraplanning role offers an excellent opportunity to become involved in every aspect of the financial planning process from start to finish; including extensive client contact.
It can also offer the long term progression to advising in due course.
Working closely with the director / adviser, in a small team producing £1m + income per annum from an established client bank.
Responsibilities will include:
Assisting with constructing detailed client reports
Attending client meetings
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
You will be:
Committed to a career in financial planning and have paraplanning experience
Minimum level 4 diploma
Show willingness for professional development
Able to work to a consistently high standard on your own initiative
Have excellent organisational skills and willingness to develop and expand responsibilities.
Financial support and training is given for professional exams.
Salary is competitive and negotiable dependent on experience and qualifications.
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