Paraplanner - Resource Matters Ltd : Job Details

Our directly authorised client continues to grow organically and via acquisition thus they now seek a further Para Planner. The role is office based with some flexibility to work from home

To help to ensure the advice provided is considerate to the client and appropriate, the Para Planner works with the adviser to achieve this.

The successful candidate will be:-

• Level 4 qualified.
• Experience of working as a Paraplanner within an IFA environment.
• Proven record of conducting research and writing quality Recommendation reports. Focus on client friendly whilst meeting Compliance needs

Knowledge and experience:

• Pre and post-retirement.
• Pension transfers & SIPP providers.
• Investments.
• Taxation.
• Research tools & Cashflow modelling.

Remuneration

• In return a competitive salary within the Para Planner market is on offer together with an employee benefits package