Paraplanner

Recruiter
SRM RECRUITMENT LIMITED
Location
Dorking, Surrey
Salary
40000.0000
Posted
08 Jun 2017
Closes
08 Jul 2017
Contract Type
Permanent
Hours
Full Time

My client is a successful and established IFA firm in Dorking, seeking a Paraplanner to support the Financial Planner in advising Clients on financial strategies, plans and products.

Responsibilities will include:

  • Supporting the Financial Planner in research and analysis, and preparing Client Financial Plans and Advice Reports
  • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
  • Continuous professional development to meet regulatory requirements and personal development needs
  • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
  • Managing and supporting the Technical Administrator
  • Technical aspects of preparing for Client meetings including overseeing collation of financial data from third parties, analysis, compiling reports etc.
  • Assisting the Financial Planner with Client presentations and any other activities as agreed with the Financial Planner
  • Individual workflow and task delivery
  • Assisting the Technical Manager with annual technical reviews of services and products

The ideal candidate will have:

  • Experience in Pensions, including Final Salary Pension Transfer and Defined Benefit Pensions
  • Ability to read and understand Scheme Reports and Accounts
  • High standard of competency and knowledge of IT systems and software (Microsoft Word & Excel)
  • Strong knowledge of research and provider systems
  • Excellent letter writing and grammar; ability to use simple English language