We are delighted to represent this award winning Chartered Financial Planning firm in Taunton. Well regarded as an employer in the area, they provide structured career development plans and look to train and develop employees that wish to progress. They are proud that many senior employees started within the firm as a trainee.
The business provides a top level of financial advice to both private and corporate clients across the South West and on a national scale.
This role would suit a Paraplanner that has a couple of years’ experience and looking for a new opportunity to grow.
Responsibilities:
- Research and technical work to support Financial Planners and Administrators
- Compilation of client reports for Investments, Pensions, SIPP/SSAS & Trusts
- Adhering to company compliance guidelines
- Provide a secondary point of contact for clients
- Fully utilise Intelligent Office system and update all client information as necessary
- Liaise with Product Providers where appropriate
- Development and maintenance of standard reports and letters
- Covering for colleagues when necessary (holiday/sickness cover or excessive workload)
- Attend weekly Work in Progress meetings to prioritise workloads and process business
About You:
You will be a competent paraplanner with the following:
- Diploma in Financial Planning (DipPFS)
- 2 years’ experience
- Committed to client care
- Excellent communication skills and telephone manner
- A decent understanding of Investment, Pensions and IHT planning
- Working knowledge of Intelligent Office, Cashflow modelling Software such as Voyant and Cashcalc
- Experience of using research tools such as FE Analytics, & Selectapension
- Excellent IT office skills including Word, PowerPoint and Excel, e-mail and internet
The Package:
- Competitive basic salary based on skills, qualifications and experience
- Attractive employee benefits package
Paraplanner, Taunton (BW-1407)
We are delighted to represent this award winning Chartered Financial Planning firm in Taunton. Well regarded as an employer in the area, they provide structured career development plans and look to train and develop employees that wish to progress. They are proud that many senior employees started within the firm as a trainee.