Paraplanner

  • mbf.
  • Rayleigh, Essex
  • Dec 19, 2022
Full time Banking

Job Description

Our client a highly successful IFA based in Rayleigh, Essex are now seeking an experienced Paraplanner to provide assistance to their Senior Financial Planners in achieving new business targets through researching and preparing client literature. The role will involve producing a comprehensive report for the client giving a full summary of the client and the options being considered. Due to the Clients specific requirements candidates should have previous or present active report writing/paraplanning skills within an IFA. Candidates will ideally have attained DipPFS but those working towards will also be considered.You will have energy, enthusiasm and drive, and be highly motivated. You will be joining a successful but solid company who offer excellent opportunities to progress your career.