Knutsford based IFA seeks Paraplanner
Our company was established in 1971 and we are looking for a new addition to our team.We deal with high net worth clients.Ideally the role will be full time, but we are flexible.
Your role will be to report to the Company’s Directors.
Your tasks will include:Undertaking and updating product due diligence.Overseeing the ongoing fees for the businessPreparing information for reports, i.e. illustrations, back up informationAssisting in valuation preparation via our platformsAssisting Directors in the preparation of reportsAssisting clients in ensuring the smooth processing of new businessSpeaking to clients when necessaryAuto enrolment knowledge would be helpful.
·Numeracy and literacy essential·Attention to detail essential·Organised and efficient to enable procedures to be carried out effectively.·Compliance knowledge required.·Good sense of humour·Computer literacy·Excellent verbal and written communications.·To work effectively in a team·Reliability·You should either be qualified or working towards it.·Proficient in using MS Excel, Outlook and Word.
Relevant Skills and Experience
Qualifications:·Ideally working towards level 4 Diploma qualified in financial planning ·Good level of Investment and Pension knowledge.
Salary/Benefits:·Salary commensurate with experience c £20,000 - £30,000·25 days holiday ·Discretionary bonus in December based on your performance·Company pension scheme·Staff benefits if wanting to invest own monies·We will fund further qualification costs
This job was originally posted as www.totaljobs.com/job/80876580