Paraplanner - 6 Month Contract - Bath
• Are you looking for a varied and challenging paraplanning role within a successful Independent Financial Advisory business?
• Are you an experienced Paraplanner?
• Do you have very good client report writing skills?
A great opportunity has arisen to join this successful Chartered status Independent Financial Advisory business as a Paraplanner within their Bath Office. Our client is seeking an experienced Paraplanner to work with existing paraplanners and provide support to the IFA Consultants on a 6 month contract basis. Although not guaranteed, this role has the potential to become permanent.
The Person:
• You will have gained Paraplanning experience within an IFA company.
• You’ll be a good team-player, hard working with a good eye for detail.
• Computer literate (ideally you will be familiar with 1st Software), and have general in-depth industry knowledge.
• You will be able to work in a structured and organised manner and possess excellent communication skills.
Your key duties will include:
• Product research.
• Producing suitability letters.
• Providing accurate reports based on clients’ financial needs.
• Maintaining existing business.
• Preparing client portfolio valuations.
• Liaising with clients, product providers and other associated third parties.
Features/Benefits:
• A chance to work within a well-established, strong and friendly team.
• Competitive salary paying £27,000 - £32,000 pro rata (dependent on experience and level of professional qualifications) plus good, comprehensive benefits.
The Company:
A financially strong organisation providing quality impartial advice to both private and corporate clients. A successful company with a strong brand name throughout the UK.
Professional Qualifications required:
Ideally Diploma Qualified or relatively close to achieving Diploma status.
Sandringham Wood is a member of the Recruitment & Employment Confederation (REC and is acting as an Employment Agency in relation to this vacancy.
*Full role profile available*
Please note:
We thank you for your application and please be rest assured that your application will be read thoroughly; if you do not receive a response from us within 3 working days it will be because your application, on this occasion, has not been successful.
The only reason you will have been deemed unsuccessful will be because you either do not have the key experience OR the right level of professional qualifications required for the role.
Also, please do not hesitate to pass our details, or a particular role you’ve seen advertised, onto a colleague/friend as they may benefit from this information and please continue to view our vacancies.
Job details
Ref: JW/1808
Salary: £27,000 to £30,000
Location: [Somerset] Bath
Job type: Permanent
