PARAPLANNER

Location: Aylesbury
Salary Expectations: UP TO £30,000
(can be either 3-5 days a week, part time will be on pro-rata rate)

An opportunity has arisen for an experienced Paraplanner to alongside one of our advisers. The adviser will become part of the Chartered Financial Planning firm.

ROLE:

  • Technical research including portfolio analysis, pension switches, tax planning
  • Preparation of advice and information for client meetings
  • Preparing suitability reports
  • Liaising with clients and responding to queries

The Candidate (Required):

  • Hold a Level 4 Diploma qualification or be close to achieving this level with a minimum of 2 years of experience in an IFA practice. 
  • The ability to work without direct supervision is essential.
  • The ability to work as part of a small team within a wider organisational structure. 
  • A willingness to adopt the technology, systems and processes used within the wider organisation is also required.

The Candidate (Advantageous):

Experience of the following would be a distinct advantage:

  • IRESS Adviser Office
  • Lifetime cashflow planning
  • Financial Express Analytics
  • Selectapension
  • Defaqto Engage
  • IRESS Exchange