Paraplanner, SIPP/SSAS experience
The Company: We are delighted to be working with a well established, successful IFA practice with offices in the South West of the country (Somerset). The company deal almost entirely with wealthy individuals and as such have a sound financial footing and an excellent business model. They are looking for a diploma qualified paraplanner with SSAS and SIPP experience for their office in Taunton.
The Role: The company are a successful Somerset based IFA practice and clients are primarily from the rural and agricultural community. The successful applicant will be expected to provide pre and post sales support to IFA's in an office based location where they will be ably assisted by a sound administrative team. They will be first point of contact for the clients and will be expected to research products, provide suitability reports and reason why letters as well as more general tasks such as managing the diary and appointments of the IFA. They will also provide SSAS and SIPP advice and support to the IFA's in office.
The Experience required: The company require a successful and diploma qualified individual with at least 3 years experience in a similar SIPP and SSAS based environment and the successful applicant will have good paraplanning experience, preferably in an IFA firm.
Benefits: This role is an excellent opportunity to join a thriving IFA firm. The basic salary is negotiable dependant on experience but is up to £35k. Other benefits include pension, DIS and bonus structure.