Para Planner

Recruiter
CMD Recruitment
Location
Bath, Somerset
Salary
25000.0000
Posted
22 Jul 2017
Closes
21 Aug 2017
Contract Type
Permanent
Hours
Full Time

Duties and Responsibilities:

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

Skills:

Qualified to level 4 diploma and working towards status would be 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