Paraplanner

Recruiter
Root2Recruitment
Location
Kettering
Salary
£40000 Per Annum
Posted
09 Aug 2017
Expires
06 Sep 2017
Ref
1227ANS
Contact
Lydia Norton
Sector
Graduates
Contract Type
Permanent
Hours
Full Time

An exciting opportunity has arisen for an Experienced Paraplanner to join a dynamic family owned Financial firm

Are you an experienced Paraplanner looking for your next challenge? Do you want to be part of a growing company and for your efforts to be recognised?

The Company

A friendly family owned IFA firm offering a wide range of financial services. Our client has a wealth of knowledge and experience behind them and they pride themselves on offering an exceptional personal service to their clients.

The Position

To provide a professional level of paraplanning support to the business, reporting mainly to the MD as well as the company's team of advisers.

Role responsibilities will include:

  • Taking responsibility for personal paraplanning administrative duties making sure that arrangements are compliant with FSA Regulations
  • Assisting the MD in drawing up templates for company report writing procedures which are easy to understand and use and are compliant within FSA Guidelines.
  • Ensuring that all relevant “money laundering/proceeds of crime” checks are made in relation to your area, making the MD aware of any concerns as soon as practicable.
  • Keeping up to date with legislative changes, attending seminars, briefings and meeting with broker consultants relevant to the paraplanning role.

Benefits will include:

  • Salary Circa £40k depending on experience.
  • 25 days' annual leave, plus bank holidays.

The person

The successful team player will have worked within an IFA or wealth Management environment as a Paraplanner. This is a busy role and would suit a confident and proactive professional. Having a “can do” working style would complement this role greatly. You will be hardworking, organised and be able to manage your work load efficiently and effectively.

Knowledge, Skills & Experience required

  • Completed diploma in Financial Planning
  • Previous experience of paraplanning within a financial services organisation
  • Excellent attention to detail and accuracy
  • Excellent communication skills.

Location

  • The role will be based at their Kettering offices

Key Words: paraplanner, pensions, investments, paraplanning, financial, Kettering, Northamptonshire, Corby, Wellingborough, Northampton,

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