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Administrator / Paraplanner (Financial Services)

Location: Taunton, Somerset Industry: Financial Services
Salary: £26000 per annum Contact: Lucy Wiltshire
Posted: 3 months ago Contact Email: lwiltshire@meridianbs.co.uk

Excellent opportunity for a Para-planner to join a prestigious company in Taunton! Have you got previous experience in para-planning? Or perhaps you are working within financial services company and would like to move into paraplanning? If so read on as this could be the perfect opportunity for you!

We are seeking either a skilled and experienced certificate qualified paraplanner or someone who is already working within financial services who is either part qualified or can demonstrate a clear desire to become a qualified Para-planner through ongoing personal development to join a company in Taunton. The role will involve providing a high level of technical support to consultants, ensuring that all client recommendations are technically accurate, compliant and provide best advice for the client. Successful candidates will also be responsible for preparing client reports in relation to pensions, investments, trustee investment, IHT planning and other financial planning areas.

To apply we will be looking for you to have proven Financial Services experience, ideally in a Financial Adviser's office, but other relevant industry experience will be considered. You will need to have excellent knowledge of key areas of financial planning, to include trusts, personal taxation, pension legislation, protection, and investment principles and be highly accurate. Good IT skills will be essential and ideally some experience of industry-specific applications (e.g. O&M profiler, The Exchange, Synaptics, Intelligent Office. We are looking for candidates to ideally already be certificate qualified or working towards this.

If this is a role you would be interested in, please apply or call 01823 344 799 for more information. Salary is dependant on experience and level of qualification. Due to the high number of responses expected for this advert we will only be able to respond directly to those applicants whose skills and experience match the role requirements.

Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.

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