Rthirteen are currently supporting a fantastic financial planning firm in their search for a Qualified Paraplanner. The main focus of this role will be the delivery of sound, practical financial advice to clients, this will be done through the research and development (using various methods) of comprehensive financial plans & reports.

This is a great opportunity to work for a company with strong key values, who are passionate about the personal development of their team and will support you to further your career in financial planning. 

Duties to include:

• Preparation of comprehensive financial plans that meet client’s requirements.
• Creation of detailed recommendation reports.
• Maintaining regular contact with client’s, developing strong working relationships.
• Technical product research and analysis, with knowledge to provide any necessary solutions.
• Reviewing fact finding documentation to ensure there is a full understanding of each client.
• Ensuring all new business is seen through to completion.
• Keying/training/shadowing of new business/review applications
• Some administration duties to be done through the company platforms.
• Adhering to relevant compliance standards and internal policies/procedures.  

You will have/be:

• Level 4 Diploma for Financial Planning or equivalent qualification.
• Proven experience working within an IFA practice.
• Previous experience in a similar role.
• The ability to communicate effectively at all levels
• Strong knowledge of financial products, including pensions & investments.
• Competence with Microsoft Office and other software programmes as required
• Good analytical and report writing skills.
• The ability to manage a high-volume workload and multi-task

This is a full time, permanent position working from offices based in North Norfolk. The offered salary for this role is £30,000 - £38,000 DOE. This role offers a comprehensive benefits package including contributory pension, group income protection, death in service cover, plenty of exciting team events and more!

How to apply:

To hear more details about this fantastic opportunity please email your CV to Daniel Sheffield– Delivery Consultant at rthirteen recruitment.

About rthirteen:

Powered by our principals - we link individuals with opportunities to fulfil their potential and introduce client partners to associates to aid their business evolution. Contact us, for a completely confidential chat. rthirteen, clever recruiting which makes a difference.

Due to the high numbers of applications we receive for advertised vacancies, if you do not hear from us within 5 working days, please assume that your application has been unsuccessful for this opportunity. rthirteen will retain your details, and contact you with any other forthcoming opportunities which we feel may be appropriate

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