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Permanent

Paraplanner

Richmond
money-bag 32000.00-32000.00 Annual
3086915343
Posted Yesterday

Benefits: Office based, with occasional remote workingHours: 9-5Holidays: 30 plus stats and Xmas closurePension: 8% company contributionDISStudy support, if desiredFree parkingCandidate Requirements: Must have some experience in paraplanning Possess sound technical knowledge in pensions, investments, tax and general financial planning Proficient with financial planning software, notably FE Analytics, Voyant, OandM Pension Profiler, Asset Adviser, Cash calc etc. Motivated with a genuine interest in Financial Services, ESG awareness would be desirable Possess a high level of accuracy, especially in writing reports Comfortable managing multiple tasks simultaneously and meeting tight deadlines Exceptional attention to detail, confident working in a fast-paced environment Excellent communication, organisation and teamwork skills Friendly, professional and client focusedRole:It''s rare to find superb benefits in a smaller, supportive IFA firm however, our client values employees and, as a result, has excellent staff retention. Due to progression (there''s opportunities too), they have a requirement for a Paraplanner, to join their small and friendly team.Ideally, you will be a Diploma qualified Paraplanner however, candidates with some paraplanning experience will be considered. Support to achieve DipPFS is available, with future progression into advice, for the right individual (if desired).This is an environment where you''ll be looked after. Where clients'' interests genuinely m

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