Paraplanner (Philip T. English International Financial Services Ltd)

Remote or Hybrid Home/Office

Philip T. English International Financial services Limited

Job Description

We are a small, well-established IFA firm (since 1972) based on the Oxfordshire, Warwickshire and Northamptonshire borders (M40).

We are looking to recruit an experienced paraplanner to work on either a remote or hybrid home/office arrangement to assist IFAs with report writing. The position would be on a full-time basis.


Salary between £35,000 to £45,000 depending on experience.


Requirements


The ideal candidate would have the following attributes:

  • Preferably Level 4 Diploma or working towards qualification.

  • 3+ years of experience as a paraplanner.

  • Excellent written and verbal communication skills.

  • Must be able to compose highly professional and original content for each report or client communication.

  • Good knowledge of pensions, investments, Trusts and IHT planning.

  • Capable to generate own ideas around asset allocation and fund selection.

  • Conversant in the functionality of multiple provider platforms.

  • Familiar with tools such as Adviser Office, Intelligent Office, Dynamic Planner, FE Analytics, O&M Pension Profiler and other cashflow modelling software.

  • Must be highly organised, self-motivated and disciplined if working on a purely remote basis.

Responsibilities


Duties to include:

  • Liaising with IFAs.

  • Report writing.

  • Research and analysis


Contact


If interested, please send your CV and cover letter to tim.english@philiptenglish.com