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3 months ago
Additional Resources Ltd
Location: Buckinghamshire
Job type: Permanent
Contact: Muriel
Category: Finance Office Jobs
Paraplanner - Stokenchurch

Salary: Competitive! - DOE

Key words: Paraplanner, Paraplanning, Financial Adviser, investments, pensions, retirement solutions, trusts, business growth Para Planner

The Role

Our Client is looking for a motivated Paraplanner to join their busy and successful Paraplanning Team.
The position will be suitable to someone who has a background in Paraplanning. The main target of this role is to provide services to the IFA team, supporting the continuing growth of the business.

You will be part of our Paraplanning Department based in Stokenchurch supporting our Client’s highly qualified team of IFA’s (Independent Financial Advisers) and responsible for delivering high quality reports.
Career progression gets supported by the company.

Key Requirements
• Have worked as paraplanner
• excellent working knowledge of the financial services industry industry across the full range of investments, pensions, retirement solutions, trusts and both personal and business protection.
• good report writing skills with the ability to conduct research in connection with protection, investment and pre/post retirement planning.
• experience in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports, as well as providing support to other members of a paraplanning team.
• You will be computer literate with the ability to use Microsoft Office. You should be at or well on the way towards Level 4 diploma status.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

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