Following the current employee progressing to the next level and further their career in paraplanning, a vacancy for a Junior Paraplanner has now become available.
Working for an Independent Financial Adviser in Reading. Providing technical support to client services. Produce basic adviser letters. ISA and/ or Pension Contributions and Fund Switches. Prepare annual review documentation on technically complicated client portfolios. Weekly liaison with Client Delivery Manager and team to identify workload and priority. Weekly liaison with the advisers to highlight outstanding cases and reports.
My client would ideally like someone who has just started out as paraplanner or an experienced IFA administrator wanting to move into paraplanning. Level 4 qualified not required.
Salary will be £28k-£32k depending on experience.