Paraplanner - Amersham

We are currently recruiting for a boutique financial planning firm in Amersham who are looking to recruit a Paraplanner.

The position will be suitable for someone who has a minimum of 2 years of background in Paraplanning, and working towards or at Diploma Level 4 Qualified.

It is essential that candidates demonstrate a strong background within a similar environment as a Paraplanner as well as having an outgoing and aspirational personality.

To be successful in this Paraplanning role, you will also need to be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions, trusts and both personal and business protection.

Your key responsibilities will be provision of high quality technical support and a good standard of literacy, written grammar and numeracy. Day to day duties will include fund and product research, writing bespoke and compliant suitability r...