to £35,000 plus benefits
Leicestershire (ref AL903)
Salary to c£35,000 + benefits
My client is a very well-established IFA and they are now looking to appoint an experienced Paraplanner to join their existing team.
To provide paraplanning support to a small team of IFAs
To carry out research and analysis of the clients current financial situation
To collect full data required in order to create a comprehensive financial planning report
To liaise with the Adviser throughout the process
To ensure compliance requirements are adhered to
To attend client meetings where appropriate
To carry out quarterly valuations
Previous Paraplanning experience
CII qualified, ideally although not essentially to Level 4 Diploma
Good technical knowledge within life, pensions and investments
Able to prioritise workloads and work to deadlines
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