Paraplanner

Cooper Lomaz is working with an expanding IFA based in Wymondham. They are seeking an experienced and qualified Paraplanner to join their team. This is a key role to the business and the successful candidate must be able to provide first class technical support to the Advisers and Directors of the firm. The successful candidate will: Level 4 qualified as a minimum At least 2 years relevant experience Self-reliant Technical product knowledge Ability to manage a busy workload Responsibilities: Technical and financial research and analysis Interpreting and analysing data obtained from Advisers Technical research and solution provision in the form of written compliant reports to meet client needs and objectives, meeting all internal and external regulatory requirements Implementing and evidencing clear centralised paraplanning procedures Consulting with the Advisers on client investment, pension, protection and tax planning, making suggestions to the Advisers and confirming proposed actions to the client In return my client can offer: Salary around £35,000 Qualification support Career progression into an advisor position Discretionary bonus Flexible working Early finish on a Friday