Paraplanner

Recruiter
Redex Recruitment
Location
Pampisford
Posted
14 Apr 2018
Closes
17 May 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Paraplanner

To support the team of financial planners and deliver a research and report writing service to high net worth clients.

Key Skills and Knowledge

  • An understanding of the financial planning process.
  • Ability to work within defined business processes.
  • Prioritise and plan own workload to achieve agreed outcomes without supervision.
  • Detailed and accurate.
  • Articulate, analytical and numerate.
  • Excellent communication and interpersonal skills.
  • Good IT skills with competency in the use of the Microsoft Office suite (Excel, Word & Outlook) and financial research tools (e.g. O&M, Voyant, FE Analytics & Synaptic).
  • Using FE Analytics to research and analyse fund performance, volatility and risk.
  • Using Voyant to prepare cash flow plans for clients and incorporate system outputs into reports and assist with their presentation in client meetings.
  • Using O&M Pensions Profiler to analyse existing and recommended pension arrangements.
  • Experience of wrap platforms and main tax wrappers.
  • Advanced report writing skills.
  • Ability to work independently and as part of a team.
  • Broad knowledge of financial services world.
  • High level of technical knowledge of financial products.

Qualifications

  • Certificate in Financial Planning
  • Diploma in Financial Planning (desirable)
  • Relevant qualifications in other technical areas such pensions, investments, trusts, long term care/equity release (desirable).

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