Paraplanner

Location Dorset
Salary 30000.00 - 45000.00 Annual GBP
Job Type Full Time
Posted 17 days ago
Reposted 3 days ago
Company TO Resourcing Ltd
Contact TO Resourcing Ltd

Paraplanner - Dorset - Up to c45k DOEWe are working with an established and respected IFA firm, who have a requirement for a paraplanner within the team due to business growth.This offers an exciting opportunity for someone to join the team and be part of a successful business.The successful candidate will:Work closely with existing clients, the managing director and administration teamDraft and finalise client letters and emailsResearch and produce quality, accurate, easy to understand client reports and recommendations which clearly detail the benefits to clientsLiaise with and work closely with existing and new clientsSkills and qualifications required:Up-to-date knowledge of pensions, investments, and inheritance tax planningExcellent report writing ability, proofreading skillsExcellent computer skills, including the Microsoft Office Suite (Outlook, Word and Excel)Excellent organisation and time-management skillsVery good interpersonal skillsIdeally you will possess CII Level 4 Diploma in Financial Planning, or equivalentYou will need to be experienced in a similar role within a financial firm & will ideally be Diploma qualified or have Chartered Financial Planner status or working towards thisOther information:Salary Up to c45k DOE and qualificationsCompany pensionPrivate medical insuranceThis is an office based roleFull time hours - Monday-Friday but some flexibility in hours will be considered


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