Our client, a well-known and very well respected IFA with a national presence, is looking to expand its Technical Support Team with the appointment of two experienced Paraplanners in Salisbury.
With several regional offices throughout the UK, the Group provides financial advice and investment management solutions, through its large Adviser Team, to a broad ranging client base. As part of its continued growth strategy, it now requires additional technical support to supplement its existing Team of Paraplanners.
The main purpose of the role is to provide report writing, research and technical support to the Independent Financial Advisers within the Financial Planning Division. More specifically, you will be responsible for preparing analysis of existing policies, products and recommendations for client presentation, as well as preparing suitability letters and complex reports in accordance with the agreed client recommendations.
Given that this is a ‘fully fledged’ Paraplanner role that will require you to be heavily involved in the technical side of the advice process, it is preferred that you have obtained Level 4 Diploma and have experience in a similar role. As well as possessing extensive knowledge of retail investment services and products, you must have a strong understanding of the Financial Services market in general.
In return, you will enjoy a market leading basic salary, reflective of your experience. In addition, and upon successful completion of the standard probationary period, you will also receive a comprehensive range of benefits including pension and life cover.
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