Paraplanner (full time or 4 days a week)

30000.00 - 35000.00 GBP Annual + GBP30000 - GBP35000/annum pension, study support, bonus
25 Apr 2017
23 May 2017
Contract Type
Full Time
Paraplanner (full time or 4 days a week), GBP35,000, Bromley in South London

Your new company
Our client is a successful, small-sized IFA based in Bromley in South London. The firm offers a comprehensive financial planning service to its clients, covering all their investment and protection needs. Due to expansion, the practice requires a Paraplanner to join its team on a full time basis or 4 days a week.

Your new role
Reporting to the firm's 2 directors, the Paraplanner will take full control of the back office function. They will be responsible for providing full technical support to the company's 2 advisers within a supportive and friendly environment. The Paraplanner role's key duties will include:

* Preparing the new client file, which will contain the basic fact find questionnaires
* Preparing suitability reports from templates in dropbox to the required standard
* Preparing fund comparison with of fund recommendations from Trustnet
* Preparing on-line submissions and produce all necessary paperwork for advisor's client to sign

What you'll need to succeed
At least 3 years' Paraplanning experience and be at least Level 3 qualified (FPC or equivalent). A background working within a small IFA firm will be an advantage.

What you'll get in return
A salary of up to GBP35,000 (pro rata if over 4 days) plus a benefits package including a pension, discretionary bonus, study support and free parking.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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