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Paraplanner

Location: stamford Salary: 30000 - 35000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: 1
Posted: 21 days ago Reference: 3327808
Our Client, a prestigious Financial Services Firm with offices based in Spalding and Stamford are recruiting for an experienced Paraplanner to join their fast-growing business and support team! The successful candidate will work alongside five Independent Financial Advisers, existing Paraplanners and support team in either office. 

They are able to offer flexible working or part-time hours, dependent upon your relevant experience and qualifications, alongside additional benefits such as childcare vouchers.


Working closely with IFA's undertaking product and provider research to identify appropriate solutions for clients within specified timescales. You will be drafting proposals, letters and suitability reports for a full range of products.

The ideal candidate will maintain a high degree of technical knowledge relating to core products through ongoing training, and use different software packages to analyse data and propose effective client solutions. 





• Level 4 Diploma in Financial Planning or near completion of
• Experience of working as a Paraplanner, and a detailed understanding of pensions, investments, protection and tax planning
• Excellent report writing and communication skills
• Professional, client facing demeanour
• Experience of a variety of IT systems including O&M Profiler, Intelligent Office, Assureweb, Dynamic Planner and Avelo Exchange software
• Previous experience of using different provider websites and knowledge of the overall application and administrative processes


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