Cooper Lomaz is working with an expanding IFA based in Wymondham. They are seeking an experienced and qualified Paraplanner to join their team. This is a key role to the business and the successful candidate must be able to provide first class technical support to the Advisers and Directors of the firm.

The successful candidate will:

• Level 4 qualified as a minimum
• At least 2 years relevant experience
• Self-reliant
• Technical product knowledge
• Ability to manage a busy workload

Responsibilities:

• Technical and financial research and analysis
• Interpreting and analysing data obtained from Advisers
• Technical research and solution provision in the form of written compliant reports to meet client needs and objectives, meeting all internal and external regulatory requirements
• Implementing and evidencing clear centralised paraplanning procedures
• Consulting with the Advisers on client investment, pension, protection and tax planning, making suggestions to the Advisers and confirming proposed actions to the client

In return my client can offer:

• Salary around £35,000
• Qualification support
• Career progression into an advisor position
• Discretionary bonus
• Flexible working
• Early finish on a Friday