Paraplanner

Recruiter
JCF Financial Services Ltd
Location
Winchester
Posted
11 Feb 2018
Closes
16 Mar 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

We are currently seeking to recruit a paraplanner who will be able to make an immediate contribution to our busy, friendly office.

The day to day duties will include:

  • Responsible for sending Letters of Authorities to Providers and obtaining plan information.
  • Complete research into investment/ pension products.
  • Complete research, analysing and assessing funds.
  • Responsible for the production of pre-sales reports.
  • Support with pre-sales Compliance.
  • To maintain and review existing client portfolios.
  • Assist with the running of our rebalancing programme.
  • Complete technical investment administration.
  • Involved in the implementation of trusts.
  • Being proactive and flexible in their approach to work during high volume activity or project based tasks and supports other team members as required.

Skills Required:

To be successful you will need to demonstrate the following skills and attributes:

  • A proven track record as a Paraplanner gained within an IFA, focused on private clients.
  • Excellent knowledge of Pensions and Investments
  • Candidate's experience should demonstrate stability of employment and coherent reasons for career moves.
  • Computer literate e.g. Excel, Word, Outlook.
  • Attention to detail and a quality approach is of paramount importance.
  • Proven organisational and problem solving abilities.
  • Good oral and written communication skills, with the ability to create letters and formal reports.
  • Committed approach to work.

We are based on the outskirts of Winchester therefore candidates will be required to have their own transport. Free parking is available on-site.

Completion of qualifications would be advantagous. However if the relevant experience and knowledge can be proven, this would not be essential.

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