Paraplanner - Stansted, Essex - Plus - Financial Divisions

Financial Divisions
Financial Divisions
Verified Company
Stansted, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
My client is a prestigious independent IFA Practice based near Stansted, Essex. Due to expansion they are looking for an experienced Associate/Junior Paraplanner to join their dynamic team.

The role has become available due to an internal promotion and theyare now looking to take on someone new that they can further develop and help achieve career ambitions and aspirations.

You must be working towards your financial planning diploma qualification, and have excellent communication skills.

My client will provide you with full study support to complete your diploma and develop your skills further as a technical Paraplanner witha view to paving the way to one day become an IFA in your own right.


My client offers a structured career path for their employees, and you are encouraged to study your RO qualifications to become diploma qualified.

As an already experienced IFA Administrator/Junior Paraplanner, you will further your knowledge and skillsand have the opportunity gain insight into the workings of this IFA Practice, where my client deals with HNW clients and be able to further your experience and technical knowledge in Paraplanning.

Due to the clients my clients deal with, you will be exposedto truly complex and technical cases.

Junior Paraplanner/Associate Paraplanner duties include producing illustrations and valuations, preparation of annual reviews.

You'll liaise with clients and Advisers and Processing fund switches and drawdowns and writing suitability reports across pensions,investments, IHT and estate planning.


This is a fantastic opportunity where my client can support you with your progression in Wealth Management and offer you a hybrid working pattern, this is a genuine career for someone who is looking to continue to develop their knowledge and skills in Paraplanningwith a locally based IFA Practice and deal with HNW clients.


So to summarise, if you are an experienced IFA Administrator/Junior Paraplanner looking to progress your career with a well-established and well-recognised IFA Practice, completed some of your RO exams and are now looking for a role that can offer you progressionto a senior Paraplanner or IFA, with a client that can support your development, provide you with excellent benefits and be part of a great working environment with some of the best talent in the industry then please send your CV to Ryan Wootten at FinancialDivisions.

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