As Chartered Financial Planners, we focus on providing a high level of advice and holistic financial planning to our clients to help them achieve their goals. A great opportunity has arisen for an experienced full time Paraplanner to work at our Aylesbury office with one of our advisers as he develops his business.
Qualifications and Skills
Candidates should be Diploma qualified or be close to achieving this level, with experience as a Paraplanner.
The ability to work without direct supervision is essential as is the ability to work as part of a small team within a wider organisational structure. A willingness to adopt the technology, systems and processes used within the wider organisation is also required.
The candidate should have experience of the following duties which form the core part of this position:
- Technical research including portfolio analysis, pension switches, tax planning
- Preparation of advice and information for client meetings
- Preparation of suitability reports
- Liaising and communicating effectively with clients
Good knowledge and experience of the following would be a distinct advantage:
IRESS Adviser Office
Lifetime cashflow planning
Financial Express Analytics
This job was originally posted as www.totaljobs.com/job/77719310