Senior Paraplanner - (Bath)

Bath, Somerset
15 Jun 2017
15 Jul 2017
Contract Type
Full Time

Job Title: Senior Paraplanner

Location: Bath

Salary: £35,000 - £50,000

Benefits: Pension, 25 days holiday + 3 extra over christmas + bank holidays

My Client is a well-established financial advisor practice who deals with High Net worth investments and Pension management is now is now looking for 2 experienced Level 4 Paraplanners to join their existing established team based just South of York

You will be responsible for assisting the IFA's with technical and administrative duties for a range of products and provide specialist support for investments and pension clients

The right candidate will get the opportunity to work for a growing practice that deals in the UNHW environment

Duties will Include:

Obtaining valuations of existing investment portfolios

Preparing asset allocation reports and files for meetings as well as recommendation reports

Dealing with platforms and product providers to obtain information about existing and potential investments

Processing transactions via platforms for discretionary and advisory clients

Researching pension transfers, retirement options, life assurance and income protection

Making tax calculations to establish correct advice is being given where appropriate

Occasional attendance at client meetings, where detailed analysis has been prepared

Assist in selection of specialist components of equity portfolios, for example AIM shares

Skills and Experience required:

Qualified to level 4 or working towards Chartered status is an advantage

Previous experience within an IFA practice and Paraplanning is essential

Excellent communication skills, both oral and written

FCA understanding of regulations and products, and their practical application

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for.