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Paraplanner

  • Salary: £35000 - £43000 per annum
  • Location: Henley-In-Arden, West Midlands
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    12 Feb 2021
  • Job reference: 35192

My client is an expanding top 100 chartered holistic IFA practice based in Henley in Arden, With a team of 30 staff and manage well over £550m in investments on behalf of our clients. They have been ranked in the Top 100 Adviser firms in the UK by Citywire for the last 3 years.

The role is for a Senior Paraplanner, and you will be able to work partly from the office and partly from home to give you that work life balance, the team are fantastic and regularly hold social events, charity events, and awards.

The job entails:

  • Researching products and funds
  • There will be approximately 120
  • Working with Advisers and clients to deliver the proposition
  • Working closely with the MD to develop the proposition
  • Writing reports, suitability reports and reviews of clients investments
  • Researching the market for better investments or propositions
  • Training other staff on the proposition over time
  • Being a member of various committees in the company

The candidate:

  • The successful candidate will have a solid background within preparing research and reports.
  • Be a team player
  • Opportunity to take further exams all paid for and progression available to advice or monument
  • Would have worked on Intelliflo but this is not essential

Part home - part office based

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