A highly profitable and fully independent IFA Practice based near Maidenhead currently has a requirement for an experienced Paraplanner to join their long established, friendly team.
You will be working on a 1-2-1 basis with a Certified Senior Financial Planner and will be responsible for providing a full technical paraplanning service. The firm specialises in Financial Planning and you should be comfortable writing detailed Financial Plans and conducting cash flowing forecasting, along with technical income tax and pension issues. The role includes managing new and existing relationships and ensuring that all reports are completed on a timely basis with the ultimate aim of freeing up time for the Adviser to devote more time to business development needs.
My client is seeking to employ a hard working individual and a good team player who will fit in with the overall shared goal of helping the company to grow and move forwards.
Candidates will ideally be qualified to DipPFS level (although exceptional candidates working towards this may also be considered) and must have previous experience working in a technical paraplanning role within an IFA.
In return, my client can offer a highly competitive salary and an excellent benefits package including a pension and bonus. Most importantly, they offer a stable, hybrid working environment in a highly profitable business with a stable income stream which has a history of looking after their staff which is reflected in an exceptionally low staff turnover.