Jobs » Paraplanner

Paraplanner

TOR260

TO Resourcing Ltd

We are working with an established financial planning and wealth management company, who have a requirement for a paraplanner within the team due to business expansion.

This offers an exciting opportunity for someone to join the team and further develop their career. 

Key Duties: 

Collate information to make informed recommendations
Discuss client objectives and liaise with the adviser
Draft net worth and income and expenditure statements and financial cashflow forecasts for the client
Identify areas for planning and undertake research to identify suitable solutions to meet the clients' needs
Review clients' investments, asset allocation and risk profile

Key Skills/Experience:

You will need to have significant experience from within a similar role, ideally in a financial planning practice environment. 
Level 4 qualified OR nearly qualified (CII Diploma in Regulated Financial Planning or IFS Diploma for Financial Advisers)

Excellent report writing, problem solving and decision making skills
Forward thinking and uses initiative
Excellent communication skills written and verbally
Level 4 Diploma or already studying towards completion
Previous experience within a paraplanning position

Other information:

Salary - Competitive and DOE
Salisbury based
Full time hours - 9am-5pm Monday-Friday
Pension scheme
25 days holiday
Free parking
+ other benefits

Salary:
Variable
Competitive
Position:
Permanent
Closing Date:
31st January 2019

TO Resourcing Ltd

Salisbury
Salisbury
Salisbury
HP4 2BL
T: 01722 446336
E: tess@toresourcing.co.uk
W: http://www.toresourcing.co.uk

Contact

Tess Orchard
Salisbury
Salisbury
HP4 2BL
T: 01722 446336
E: tess@toresourcing.co.uk
W: http://www.toresourcing.co.uk

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