Paraplanner- Wealth Practice near Chelmsford

Coast Specialist Recruitment
Nine Ashes
12 Jan 2018
13 Feb 2018
Contract Type
Full Time

A rare opportunity has arisen within a long established specialist who is looking for an experienced Paraplanner to join a small, friendly and professional team.

The Role:

Paraplanning support to IFAs ( report writing and product research).

Areas of work to include:

  • Pensions (PPPs, SIPPs, GPPs, EPPs, Occupational)
  • Investments (ISAs, Bonds, Collectives, VCT, EIS)
  • Protection (LTA, PHI, GLA, PMI)
  • Taxation (IHT, Corporate, Personal)
  • Mortgages (Residential, Equity Release)
  • Cash-flow planning

Duties will include:

  • Collation of data for analysis prior to creation of a strategic plan for a client in collaboration with other team members and our IFAs.
  • Research using software inc. Selectapension, Pensions Profiler, Synaptics, Fusion, Defaqto, Exchange, Assureweb, Voyant or other Cash-flow tools, Morningstar, FE Analytics & more
  • Compiling full compliance requirements and Suitability Reports
  • New business preparation (illustrations, application preparation)
  • Investment fund analysis and investment switching
  • Dealing with client valuations and reviews
  • Telephone work dealing with providers, IFAs and their clients
  • Database creation and management
  • General office duties

For full details of the role, please contact Coast Specialist Recruitment asap.