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Location: NEWTON ABBOTT, DEVON Salary: 27000 - 31000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: about 2 months ago Reference: 3342746
I have a brand new opportunity for a Paraplanning candidate to join the Wealth Planning arm of a Chartered Accountants.

Offering independent financial advice to assist both private and business clients, this is a varied and interesting position, joining a qualified and knowledgeable team, focusing on making a positive difference to the lives of their clients.

You will be tasked with assisting two Financial Planners, working in small, tight knit friendly team in a technical Paraplanning capacity. An opportunity for an individual who is looking to branch out with within the industry or who is looking for their next challenge!

Main Purpose of Job: 

To support the Directors/IFAs building & developing effective and profitable working relationships with clients. Always providing excellent customer service and keeping the client informed at each step of the advice process. 

Solid experience in a IFA Support / technical support role is desired as well as the want to work for a small team where you will make a difference. 

Whole of market product knowledge and excellent written & verbal communication

You will offer first class support to the Advisors of the firm and in return you will receive a fantastic benefits package working for a forward thinking and progressive firm. 

Experience and skills required

Proven Paraplanning experience
Experience providing IFA Administration support to IFA's
Level 4 Financial Planning Diploma or working towards
The ability to communicdate effectively
IT Literate
High organisational skills with the ability to priortise.

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