Paraplanner – Rutland

Stamford. £30k – £35k depending on experience

We have a rare opportunity to join a successful and progressive IFA firm in the Stamford area that offers both private and corporate financial services.

The ideal candidate would be at least Diploma qualified and ideally to level 4.

The role requires good strong technical knowledge and experience, especially around pension and investments.

We are a firm that offers DB transfer work to clients that fits our strict criteria, therefore, qualifications and knowledge in this area is essential.

We are based within a firm of accountants and the work is constant, therefore good organisational skills are required.

Experience of Intelligent Office, Selectapension, Cashcalc, Genovo would be useful but not essential as training will be provided.

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