- Job reference
- Epsom, Surrey, United Kingdom
- Start date
- To be arranged
- Other jobs
- Contract type(s)
- Full time
- Up to £35,000
- Date posted
Description, duties, responsibilities
To £35,000 + target related bonus, training and career support, staff pension scheme.
My client is a successful UK and international financial planning firm and through expansion they require an additional paraplanner to join the team. Your main role is to support the financial planners in creation of advice reports and technical analysis, whilst liaising with the administration team to offer the highest level of service to the company clients.
You will be producing detailed and structured financial planning reports, liaising with the advisers to ensure individual cases are completed accurately and quickly. You will be using Financial Services industry software to produce cashflow modelling, product research and investment analysis as well as maintaining the company’s database and online client files with relevant information.
You will also be expected to keep up to date, compliant and knowledgeable on current products, techniques, legislation, qualifications and courses required by the company or the industry
You must working towards the diploma in Financial Planning and have previous experience within the UK IFA market. You must have excellent communication skills and knowledgeable in the advice process and aiming to achieve level 4.