Due to continued growth and success, we are currently looking for a Paraplanner to complement the team in our Bury St Edmunds office.
You will need a strong all round technical knowledge of financial planning, as your dutires will include:
- report writing for a team of Financial Advisers
- assist in the research products and funds to enable suitable providers to be selected for inclusion in a recommended investment strategy
- review and comment on the suitability of existing pensions and investments as and when required
The ideal candidate skills and attributes:
- level 4 Diploma in Fincial Planning (or working towards)
- previous experience working within a similar role (ie writing reports and carrying out technical research) would be an advantage
- excellent attention to details
- Good communication skills
- working knowledge & experience of Defaqto, O&M, F E Analytics
We are willing to consider candidates on either a full or part time basis. Salary would be based on experience and qualifications.