Paraplanner

Job Description

  • Full Time
  • Wymondham
  • £30000 - £40000 GBP / Year

Cooper Lomaz

Cooper Lomaz is working with an expanding IFA based in Wymondham. They are seeking an experienced and qualified Paraplanner to join their team. This is a key role to the business and the successful candidate must be able to provide first class technical support to the Advisers and Directors of the firm.

The successful candidate will:

  • Level 4 qualified as a minimum
  • At least 2 years relevant experience
  • Self-reliant
  • Technical product knowledge
  • Ability to manage a busy workload

Responsibilities:

  • Technical and financial research and analysis
  • Interpreting and analysing data obtained from Advisers
  • Technical research and solution provision in the form of written compliant reports to meet client needs and objectives, meeting all internal and external regulatory requirements
  • Implementing and evidencing clear centralised paraplanning procedures
  • Consulting with the Advisers on client investment, pension, protection and tax planning, making suggestions to the Advisers and confirming proposed actions to the client

In return my client can offer:

  • Salary around £35,000
  • Qualification support
  • Career progression into an advisor position
  • Discretionary bonus
  • Flexible working
  • Early finish on a Friday

To apply for this job email your details to DMoore@cooperlomaz.co.uk

Consultant

Daniel Moore

Daniel Moore

Accountancy & Finance Recruitment Consultant