Paraplanner

Recruiter
Cameron James
Location
Leatherhead
Salary
30000.0000
Posted
02 Feb 2017
Closes
02 Mar 2017
Contract Type
Permanent
Hours
Full Time

Our Client based in Surrey requires an additional Paraplanner to jointhe team

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Skills and Experience Required

  • Previous experience as a Paraplanner
  • FPC - Level 4 qualification preferable
  • Knowledge of Iress/Adviser Office, Exchange and Financial Express Analytics
  • Excellent communication skills
  • Articulate and confident in dealing with HNW clients with the ability to work on own initiative and as part of a team
  • Technical knowledge of pensions, life and investments products and compliance
  • Able to work to tight deadlines, organise and prioritise workload

Job Role /Key Task

  • Write recommendations reports for pension transfers and contributions, offshore bonds, investments (ISA/Unit Trusts/bonds etc).
  • Prepare all documentation when sending a report i.e. quotes, fact sheets KFDs etc and pre completing forms for client to send back.
  • Dealing with new investments and switches etc - buying selling funds online/bed and ISA transactions.
  • Processing new business online. Dealing with providers to ensure that plans are set up properly.
  • Analysing existing business. Proactively review client files and highlight discussion points prior to any client interaction for their annual review meeting
  • Putting together portfolios for new business and keeping up to date on performance of the funds.
  • Attending product provider meetings introducing new products and funds.
  • Researching product costs and new products to find the best value/plans for certain client needs.
  • Keeping up to date on changes to legislation to ensure that advice is correct.
  • Calculating capital gains/tax for client portfolio or carry forward/Lifetime Allowance where required
  • Entering client portfolios into Financial Express to assess performance.
  • Inheritance tax planning work - gifting into trust.
  • Putting together and maintaining report templates to ensure they are up to date with legislation.
  • Creating/maintaining fact sheets - risk of collectives, why multi manager, risks of drawdown etc.
  • Point of contact for clients when advisers are out of the office.
  • Compliance - ensuring FCA and internal compliance procedures are followed