Back to results list


Location: WINCHESTER, HAMPSHIRE Salary: 25000 - 35000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 12 months ago Reference: 3096538
Winchester based IFA Practice is recruiting for a Paraplanner to join their successful smaller scale team to work alongside their Senior Paraplanner and Trainee Paraplanner.

Lovely offices, parking onsite, progression opportunities, full support towards Level 4 Diploma in Financial Planning and very flexible salary for experienced highly accurate Paraplanner with excellent report writing skills.

· Responsible for sending Letters of Authorities to Providers and obtaining plan information.
· Responsible for the production of pre-sales reports.
· Complete research into investment/ pension products.
· Involved in the sales process including the recommendation.
· Support with Pre-sales Compliance.
· Being proactive and flexible in their approach to work during high volume activity or project based tasks and supports other team members as required.
· To maintain and review existing client portfolios.
· Involved in the implementation of trusts.
· Complete research, analysing and assessing funds.
· Complete technical investment administration.

· Good oral and written communication skills, with the ability to create suitability letters and formal reports to a high standard.
· Level 4 Diploma in Financial Planning or working towards
· Excellent knowledge of Pensions and Investments
· Able to work on your own initiative and also within a team.
· Committed approach to work.
· Strong whole of market knowledge

For more information please apply online today or send your CV to 

Similar jobs