Paraplanner, Reading - GBP28,000+ (depending on exp)

Recruiter
Anonymous
Location
Oxfordshire
Salary
28000.00 - 28000.00 GBP Annual + GBP28000/annum
Posted
18 Apr 2017
Closes
16 May 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Our client is an award-winning firm of Independent Financial Advisers with an excellent reputation for creating impartial financial solutions for both individuals and companies.

The Role:
The Paraplanner role will be suitable to someone who has a background in paraplanning in particular in the At-Retirement market. You will have good writing skills with the ability to conduct research especially in connection to retirement and pension planning.

Knowledge, Skills & Experience Required:

Due to continued growth the client is looking for a Paraplanner to join their team as soon as possible. To be successful in the Paraplanner role, you will have at least 3 years' experience within the financial services; strong technical knowledge, and have gained the relevant experience.

• You have 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 particularly on technical and support matters.
• You will also be a good communicator and have a working knowledge of the financial services industry in particular in relation to the At-Retirement market and defined benefit pension schemes.
• You will be computer literate with the ability to use Microsoft Office.
• A working knowledge of defined benefit schemes and retirement options including pension flexibility is essential.

Qualifications
• You should be at or close to diploma status or studying towards it.

Benefits
• Our client offers a range of employee benefits which includes 23 plus days holidays, Company Pension Scheme, Private Medical Insurance, 4 x Death in Service