My client is one of the UK’s leading accountancy practice’s who can offer training, development and un-rivalled career progression. They are looking for a full time Paraplanner / Financial Planning Assistant to join the team at one of the Carlisle offices.

This role involves providing first line administrative and technical support to the IFA and being the point of contact for clients. Duties will include processing new business for pensions, investment and life insurance, preparing written recommendations for advice, conducting research into suitable products and completing compliance checks on business. The post holder will also be required to deal with queries from clients, maintain the client database and undertake any other tasks as required in support of the IFA.

Candidates must possess or be working towards the Certificate In Financial Planning qualification, and have a minimum of 2 years relevant work experience in the Financial Services industry, preferably with an Independent Financial Advisor or more than one tied provider, although this is not essential. Applicants must also be able to work unsupervised, possess good organisation skills and pay attention to detail.

Apply now!