Job Title

Benefits:Office based, with occasional remote workingHours: 9-5Holidays: 30 plus stats and Xmas closurePension: 8% company contributionDISStudy support, if desiredFree parkingCandidate Requirements:Must have some experience in paraplanningIf you think you are the right match for the following opportunity, apply after reading the complete description. Possess sound technical knowledge in pensions, investments, tax and general financial planning Proficient with financial planning software, notably FE Analytics, Voyant, O&M Pension Profiler, Asset Adviser, Cash calc etc. Motivated with a genuine interest in Financial Services, ESG awareness would be desirable Possess a high level of accuracy, especially in writing reports Comfortable managing multiple tasks simultaneously and meeting tight deadlines Exceptional attention to detail, confident working in a fast-paced environment Excellent communication, organisation and teamwork skills Friendly, professional and client focusedRole:Its rare to find superb benefits in a smaller, supportive IFA firm however, our client values employees and, as a result, has excellent staff retention. Due to progression (theres opportunities too), they have a requirement for a Paraplanner, to join their small and friendly team. Ideally, you will be a Diploma qualified Paraplanner however, candidates with some paraplanning experience will be considered. Support to achieve DipPFS is available, with future progression into advice, for the right individual (if desired). This is an environment where youll be looked after. Where clients interests genuinely matter and they are treated as they should be. Youll work out of fabulous rural offices, located near Richmond, with an element of flexibility to occasionally work from home. xjdpvnf Responsibilities will include:- Paraplanning and administrative support, as required Create comprehensive and compliant suitability reports Use research tools to analyse data and provide solutions to meet clients needs and objectives Work collaboratively with the team to support client outcomes Build and maintain relationships with clients Liaise with providers to obtain informationQualifications: Level 4 Diploma (DipPFS or equivalent) is desirable, not essentialKnow someone who the above job would be a perfect fit for?REFER THEM ...and receive 250 (in vouchers) when they start in their new role!