Paraplanner

Paraplanner – Award Winning IFA Organisation
Market Harborough, South Leicestershire
£23,000 – £25,000 + benefits (ref AL539)

My client is an award winning IFA who specialise in the provision of financial advice, tax planning and business consultancy services. They are now looking to expand their existing support teams further by appointing an experienced Paraplanner for their Market Harborough office.

The main purpose of the role is to provide a full professional support function to planners.

Your day to day role will involve:

Prepare and maintain client files
Build cash flow models
Prepare recommendations
Oversee implementation of recommendations
Prepare for client reviews
· Professional Qualifications:

· CII qualified

Skills
Excellent understanding of the financial planning process
Good report writing skills
Proficient IT skills. Basic word processing and spread-sheet knowledge
Minimum 3 years’ experience working within a financial planning company
Experience using cash-flow forecasts preferable
Have achieved the Certificate of Financial planning (or equivalent) and working towards Diploma

If you have the required skills and qualifications, then please apply in confidence to Angela Liscombe at North Oak Recruitment, with an up to date CV.