Paraplanner

We are looking for a Financial Services professional who will work as a member of the Director’s team, managing clients' accounts and dealing with day to day contact and client administration. You will be expected to accompany the MD to client meetings, taking minutes and deal with admin arising, including the carrying out of detailed research, and compiling of the resulting reports.

FPC qualified as a minimum, candidates will be expected to either be working towards or be willing to progress with further exam. With strong knowledge of investments and pensions, you will have the ability to produce high quality technical reports. Presentable, articulate, with good communication skills you will be focused, self motivated and happy to work in a team environment committed to further professional development. The successful candidate will have the potential to be authorised with the FSA in the medium term, able to assist the Managing Director’s clients under his supervision and in his absence. Salary for this role will be based between £25,000 and £35,000 dependant on experience plus a generous bonus scheme, pension and benefits.