Paraplanner 372 views0 applications

Experienced Paraplanner required. (Diploma in Regulated Financial Planning, or working towards it)

Location: Taunton

A competent Paraplanner is urgently required to complete non-client facing tasks involved in preparing and administrating a Financial Plan and reports for clients.

You will be responsible for preparing and maintaining client files.  From a completed  ‘factfind’, you will need to collate all relevant information required to compile a financial services report.

You will have detailed knowledge of the FCA’s rules and requirements and be able to check the client file meets the FCA’s criteria.  You will be experienced in reviewing a client’s current investment portfolio, asset allocation, risk profile etc., to prepare recommendations and solutions that meet the clients needs.

You possess strong inter-personal skills coupled with excellent report writing skills whilst maintaining high accuracy and attention to detail.

If you would like to join one of the UK’s Top 100 Accountancy Firms then please send your CV today.

More Information

  • Salary £25,000.00 to £30,000.00
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