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Para-Planner

 

We have an exciting opportunity for a para-planner to join our Financial Services team. Working for a number of advisers, you will be an integral part of a team which is committed to providing the very best advice and a first-class service for our diverse range of clients.

The work will include:

  • Undertaking financial planning and product-based research
  • Preparing Client Valuations
  • Preparing annual and lifetime allowance calculations for high earners
  • Preparing suitability reports to a professional and timely standard
  • Undertaking appropriate professional development and training

The successful candidate must:

  • Be qualified to Industry Level 4, or working towards this
  • Be experienced in working with financial planning tools, financial modelling and back-office software
  • Have excellent organisational and people skills
  • Be comfortable working as part of a team
  • Have good customer service skills and a professional attitude

In addition, ideally you will have:

  • An understanding of the Old Mutual Wealth Platform and Intelligent Office software
  • An ability to work under pressure

If you have the right skills and experience, along with the ability to work to a consistently high standard and comfortable working to deadlines, get in touch.

Apply for position: Para-Planner

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