Paraplanner - BUCKINGHAMSHIRE 2 REMOTE DAYS MAXIMUM

Supporting a wonderful business linked to Recruiting a skilled  Paraplanner.  The role requires report writing linked to the client bank in supporting the IFA Team.  You will be joining the team of Paraplanners within the business and it will be great.  YOU MUST BE A SKILLED PARAPLANNER.  The position will be suitable to someone who has a minimum of 3 years background in Paraplanning, and working towards or at Diploma Level 4 Qualified. It is essential that candidates demonstrate a strong background within a similar environment as a Paraplanner as well as having an outgoing and aspirational personality in carrying out the important role.  

REQUIRED SKILLED ABILITY:-

To be successful in being recruited linked to this role Paraplanning role, you will also need to be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions, trusts and both personal and business protection.  Your key responsibilities will be provision of high quality technical support and a good standard of literacy, written grammar and numeracy.  Also,  you will be be computer literate with the ability to use Microsoft Office including Excel and Word with a good knowledge of analytical tools and numerical aptitude.

This is a fantastic opportunity for the right candidate to progress their career in a well-respected company that offers fantastic additional benefits. So, if you think you have the necessary experience for this Paraplanner role please apply now!

REQUIREMENTS AND ABILITY 

A team player who enjoys a collaborative environment as well as ability to be self-motivated whilst remote working

• Highly industrious and pro-active approach with the ability to anticipate Adviser needs

• Adept at seamlessly pulling together all strands of a case from Administrative through to Compliance and Technical to work with the Adviser to serve the client`s best interests

• Highly positive and personable individual who can stay calm under pressure

• Open and approachable demeanour with solid communication skills AS A SKILLED PARAPLANNER

The role offers an impressive benefits package which we can share when you apply for the role and are a skilled in Paraplanner ar as outlined with 3 years skills Paraplanning. 

This is a fantastic opportunity for the right candidate to progress their career in a well-respected company that offers fantastic additional benefits. So, if you think you have the necessary experience for this Paraplanner role please apply now!