Paraplanner

Paraplanner
Belper IFS is a successful wealth management business based in Derbyshire and so well respected by its clients that it is continually expanding. This incorporates giving advice on retirement planning.
We currently have a great opportunity for someone to gain more experience in their career within this field, and would like to consider candidates currently working in this industry and who are ready to immerse themselves in continuing their study journey to become a fully quaiified Paraplanner. We are able to give support and advice to someone who has commenced this journey and worked in a wealth management/investment company.
The role is office based and includes study support and private healthcare, as well as a competitive salary for your experience level and is extremely friendly atmosphere.
You will join us as a Paraplanner. The role will comprise conducting research according to client requirements, completing recommendation reports and preparing review documentation for the financial advisor to use at a client meeting.
You will support and work with a Financial Adviser and complete a number of non-client facing tasks as well as servicing clients, becoming involved in preparing and administering a bespoke Financial Plan for their own circumstances.
Responsibilities of the Paraplanner:
Preparing and maintaining the client file along with the support of the admin team.
Prepar...