£28k-£35k per annum
Colchester, Essex
Monday-Friday, 9am-5pm

My client, a successful financial advisors is seeking an experienced Paraplanner to join their team, focusing on providing a high quality financial planning and investment management service.

The Opportunity

During a period of key expansion, you will be working in a strong team-focused environment where you can develop your career within a prestigious firm.

What's needed to be considered?

In order to be considered for this unique opportunity, candidates need to have -

  • Level 4 Diploma qualification or working towards this

  • Previous experience within a fast-paced IFA Practice

  • High level of analytical capability and good communication skills

Duties will include:

  • Dealing with new IFA & client enquiries.

  • Research using Selectapension, O&M, Synaptics, Exchange, Assureweb.

  • New business preparation (illustrations, application, preparation).

  • Compiling full compliance requirements, strategic overviews and suitability reports.

  • Processing letters of authority and collation of data for analysis.

  • Investment fund analysis and investment switching.

  • Dealing with client valuations and reviews.

  • Telephone work, dealing with insurance companies, IFA's and their clients.

  • Database creation and management.

The candidate should be motivated and wanting to further their career within the Financial Services industry, experienced and preferably with Level 4 diploma as a minimum (or very nearly there). Motivated to study towards further industry qualifications at all times. A strong organiser with the ability to prioritise and have a positive 'can do' attitude. A keen eye for detail and good grammar. IT literate and ideally have some working knowledge of one or all of the following: Selectapension, O&M, Defaqto. A good communicator who enjoys working either within your team or at times as an individual, whilst managing your own workflow and tasks independently and efficiently. You will be also be required to keep up to date with technical product and provider changes.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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To speak to a recruitment expert please contact Charlotte Sayer