Paraplanner

Recruiter
Anonymous
Location
Chippenham
Salary
25000.00 - 28000.00 GBP Annual + GBP25000 - GBP28000/annum Company Benefits
Posted
10 Jun 2017
Closes
08 Jul 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
IBP Recruitment are recruiting for our Client who are looking to expand their team and take on a professional, driven and organised Paraplanner to work one-on-one with one of their Independent Financial Advisors / Directors.

The main duties include the responsibility for the following:

* Diary and workflow management on all aspects of client work
* Meeting preparation and follow up work, within agreed time frames.
* Research and suitability report writing
* Working daily with IFA / Company Directors
* Using investment platforms

The ideal candidate for this role should have the following skills & qualifications:

* Excellent Communication skills
* Self-confident
* Highly motivated and driven
* Computer Literate
* High level of numeracy skills
* Great attention to detail
* Experience using Microsoft Word, Excel and Outlook.

It would be desirable but not essential if you have a working knowledge of Intelligent Office / Intelliflo.

A knowledge of investment platforms specifically Standard Life Wrap would be advantageous. As this is a Senior role, it will be ideal that you have experience of working in IFA Administration with research, creating reports and suitability letter skills. Pension transfers experience will be an advantage.

The successful candidate will join a supportive environment that has a good team culture.

The necessary qualifications/experience of a Paraplanner is required, however, they would consider an experienced PA who has covered all the attached but not necessarily have the certificates

Benefits & Hours:

* Death in Service - 2 x salary
* Pension Auto-enrolment Scheme
* Monday - Thursday 8.45am - 5.15pm
* Friday 9am - 5pm
* 1 hour for lunch
* Holidays - start at 20 days + all bank holidays
* Free Parking

Our Client is a dog friendly office and presently have 3 dogs. The successful applicant, if they wanted to, may introduce their dog after the 3 month probationary period.

Successful applicants will be contacted within 10 working days of submitting their application - if you not hear back within this time, please assume that you have been unsuccessful on this occasion