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Location: Great Yarmouth - Norfolk
Salary: Up to £30000
Job Overview:
Role: Senior Paraplanner
Based: Great Yarmouth, Norfolk
Salary: up to £30k basic + benefits
Highly successful Norfolk based practice that is now looking to recruit an experienced Senior Paraplanner to join their Financial Services Team. You will be working with a friendly team from their Great Yarmouth office.
This is a great opportunity for anyone looking for a new challenge to help grow an established and successful business.
Objectives and Responsibilities
• Responsible for providing a professional and all round support service to the Financial Planners and clients
• Your role will include product research and production of high quality and compliant recommendation reports for financial planning products and services
• Provide administration support, prepare all information and reports for client meetings
• You will be a good communicator, as you may have client contact, with a keen attention to detail and a commitment to the delivery of a premier service to clients.
• You will be used to working in a professional office, with 3-5 years’ experience, ideally with an IFA firm, and will be used to working under pressure
• It will be your job to provide the essential backup to enable Financial Advisor to concentrate on fact-finding, client meetings and relationship management
Experience
• You will be used to working in a professional office, with 3-5 years’ experience, ideally with an IFA firm, and will be used to working under pressure
• Knowledge of industry specific IT systems (First/Avelo) is also required
• Wraps
• SIPPs and Drawdown
To be considered for the role you have to be qualified or at least to Diploma level, or working towards it, and be committed to continuing your professional development to an Advanced Level. If you have the following skill set and criteria then please send me a copy of your CV to mike@tqr-search.com
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