Paraplanner

Taunton, United Kingdom | Permanent, full-time
| £23,000 - £30,000 per annum (Salary Dependent on Experience)
Ref: MK24 (2 weeks ago)
An exciting opportunity has arisen to join a fabulous Independent Firm of Financial Advisors on a full time permanent basis.  Based in Taunton my client is seeking a forward thinking individual who has excellent interpersonal skills, combined with a client focused approach to work.

As the Para Planner you will ideally have a level 4 Diploma in Financial Planning (or near to completion).  Good knowledge of Investment Markets and Financial Advisory business with the ability to understand Investment Accounts, ISA’s, SIPP’s, Personal Pensions and Investment Bonds would be highly desirable.

Key responsibilities of the role will include:

·         Conducting periodic reviews of existing clients portfolio’s

·         Appropriately liaising with product providers

·         Working alongside advisors in the provision and review of suitable investment propositions

·         Understanding investment, tax, trust, pensions and financial planning

You must be articulate and be competent with using Word and Excel spreadsheets.  This role would suit a confident, likeable, empathetic and mature minded individual, someone who wants to further their career and is willing to learn from the best.

On offer is a very competitive salary of between £23,000 - £30,000 depending on experience as well as a range of other excellent benefits.

For more information on this fantastic opportunity, please apply now.

Change Recruitment Services (Taunton) Limited provides services as an Agency and an Employment Business, and is committed to equal opportunities for all candidates.

Taunton, United Kingdom

Map showing Taunton, United Kingdom