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Keyword(s) or Job ID:
Paraplanner
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Job details
Title:
Paraplanner
Reference:
WEB462102MP
Salary:
£25,000 - £35,000 + Benefits
Location:
Farnborough
Description:
A Paraplanner is required for a well-established practice of IFAs in Surrey. They are one of the UK's leading IFA firms and are looking to expand their current team.
You will be working in a busy, highly productive IFA, providing Paraplanning support directly to Advisors/Senior Advisors.
You will: 1. Conduct regular reviews of the client bank 2. Oversee changes and switches of Pensions and Investments 3. Prepare new business reports 4. Conduct holistic financial planning 5. Conduct fund and product research 6. Manage a small client base 7. General Paraplanning duties
Due to the nature of the role you will get to meet most of the clients and will be working very closely with the consultant.
You should have experience within a similar Paraplanner role and have good knowledge of Pensions, Investments and Protection.
They are offering a competitive salary with a benefits package and bonus.
Contact details
Name:
Matthew Pope
Phone:
020 7481 8686
Email:
matthew.pope@ipsgroup.co.uk