We are currently recruiting for a rare opportunity for a Paraplanner, qualified or non-qualified, to join a Wealth Management organisation based in Bracknell. As the Paraplanner you will join the established IFA business in providing the best support to their Clients and Financial Advisors. The role will include general paraplanning support and ad hoc administration. This position offers career development and a generous package.
This role focuses on the individual therefore qualifications aren't a must but experience is. To be successful in your application you must have experience in IFA Administration or Paraplanning.
- Paraplanning experience or similar within an IFA practice
- In-depth knowledge and understanding of the FCA & HMRC requirements
- Excellent administration, organisational, interpersonal and communication skills.
- High level of accuracy
- Ability to work independently and also within a team