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Senior Para Planner

£30,000 - £32,000 yearly
  • Mana Resourcing Ltd
  • Stamford, Lincolnshire
  • 06/02/2019
Full time Accounting Finance Insurance

Job Description

JOB TITLE: Senior Para Planner
JOB SUMMARY: A fantastic opportunity has arisen with my client, a prestigious and well-established IFA Practice in Central Stamford. We are looking for a Senior Para planner with a minimum of 2 years' experience. You will be a professional person who enjoys working in a close team and has a sense of humour.

LOCATION: Stamford
SALARY: £30,000 - £32,000 Dependant of experience
MUST HAVES: You will have Level 4 Para Planning Qualification and min 2 years' experience
Working Hours: 9:00 - 17:00

The COMPANY
The client is a large and successful IFA business that has been establish for over ten years. They offer Independent financial advice to clients across the midlands and beyond. The client is looking for a senior Para Planner with experience in the role to join a friendly and close team of 4.

The ROLE
The successful Para Planner will be required to:
*Support individual IFA's work from beginning to end
*Provide high end technical paraplanning training and support to the financial advisers
*Provide support to a dedicated IFA
*You may be asked to provide general assistance to the Directors/Managers
*Carry out financial analysis and draft recommendation reports/letters for review and sign off by the advisers
*Prepare and compile financial analysis and reports
*Ensure that all compliance and regulatory standards are met and report any breach to the Compliance Manager
*Ensure that all client requirements are followed through to the appropriate conclusion.
*Keep up to date with legislation and maintain an understanding of FCA regulations and guidelines
*Develop and maintain all Paraplanning processes

The CANDIDATE
Our client is looking for a Senior Para Planner with the following experience:
*Retirement Planning
*Investments
*Mortgage Knowledge
*Protection
*Estate Planning
*Friendly, personable, with the ability to adapt to varying situations
*Analytical with a keen eye for detail
*Minimum Level 4 paraplanning qualification




ALTERNATIVE JOB TITLES: Paraplanner, IFA, Para Planner, Para Planning, Financial Administrator, Finance, Financial Planner, Wealth Management, Financial Planning Specialist, Financial Planning Analyst, Advisory, Client Services Administrator, associate financial analyst, associate financial planner, Certified financial planner, Certified financial planner (cfp), Chartered financial analyst, Accountant financial analyst, Accounting financial analysis manager