Paraplanner

Recruiter
Cyv 1825 Limited T/A That Recruit
Location
Pontypridd
Salary
£0.00 - £40000.00 Per Year
Posted
26 Sep 2017
Closes
03 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
We are professionals who provide financial services to individuals and businesses and are currently looking for a Paraplanner to join our team. Skills & Qualifications: * Ideally Level 4 Diploma qualified with Level 6 (AF's) preferable * Long established track record in Regulated Financial Services * Excellent communication skills * Excellent organisational skills & experience in project management * Strong knowledge within pensions, trusts & investments Responsibilities: * High Quality suitability report writing * Experienced in using research tools - Selecta pension, Synaptics, FE Analitics, Trustnet & cashflow modelling tools * Attending & running client meetings competently, if required * Meeting with fund managers & product providers for research & diligence purposes * Support & training for Compliance officer with newly qualified Advisers & Financial Analyst & Administrators * Preparing technical information for client meetings * Review, check & formalise a file to completion from the Analyst team * Ability to assist clients with servicing needs to a competent accurate standard * Assist with bespoke high net worth tax planning solutions & investment propositions * Ability to complete complex tax calculations accurately * Keep abreast of regulatory & industry changes * Training members of the team in technical areas Salary of £35k + is on offer for the ideal candidate. To be considered for this role, please apply today.
This job was originally posted as www.jobsite.co.uk/job/959191816