A Paraplanner is required by an Independent Financial Adviser firm based in Worcester City Centre. They work with HNW and UHNW individuals both locally and nationally and have an excellent reputation in the market.
This is a fantastic opportunity to work closely with two Chartered financial advisers in what is a broad role with exposure to a wide variety of investment and pensions products. The role will have client-facing aspects to it and the firm can offer the opportunity to progress towards advising in the future if this is a direction you wish to take. Having said that, the client will also consider individuals seeking an extended career as a paraplanner.
You will hold the Level 4 Diploma in Financial Planning and have previous experience dealing with pensions and investments products in a fast-paced IFA environment. You will have the ability to conduct fact finds and to write high-quality suitability reports. In addition, you will possess a high level of analytical capability and excellent communication skills.