Paraplanner

Recruiter
Myers Davison Ginger Ltd
Location
Aylesbury
Salary
From £30,000 to £40,000 per annum
Posted
30 Nov 2017
Closes
03 Jan 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

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

Selectapension

IRESS Exchange


This job was originally posted as www.totaljobs.com/job/77719310