MB Fitzgerald are currently working with a professional firm of IFA's who specialise in providing holistic financial advice to retired individuals or those approaching retirement. They currently have a vacancy for an experienced Paraplanner to join them in their busy Wakefield head office.
We are seeking an 'experienced Paraplanner' so applicants MUST have previous experience in a Paraplanning role within a financial planning business. You should also be qualifed to Diploma level or within one or two exams.
The right candidate will require a keen eye for detail, strong analytical and reasoning capabilities, effective verbal and written communication skills and be able to manage their workload/time effectively.
Experience of Adviser Office, FE Analytics, Selectapension, Cash Calc and PPOL is desirable but not essential as training will be given.
Responsibilities will include:
- Carrying out fund, product and provider research
- Liaising with consultants to provide high quality advice to meet the needs of their clients
- Writing holistic suitability reports which will cover investment, protection, estate planning, inheritance tax, pension accumulation and pension decumulation planning
- Keeping abreast of industry and regulatory changes to ensure that all output is robust and compliant
On offer is a competitive basic salary plus company benefits.