Cyv 1825 Limited T/A That Recruit
£0.00 - £40000.00 Per Year
26 Sep 2017
03 Nov 2017
Contract Type
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.
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