Level 4 Paraplanner

18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Job Title: Paraplanner

Location: Manchester

Salary: £30,000 to £40,000 (per annum depending on experience)

Benefits: Bonus based on company performance

Our client is a successful IFA Practice, and due to continued growth, they are looking for a Level 4 Paraplanner to support the successful IFA

The right candidate will have the opportunity to progress to an advisor in the future if they chose to.

Support will be provided with ongoing development and exams to achieve Chartered Status

Duties will Include:

Obtaining valuations of existing investment portfolios

Preparing asset allocation reports and files for meetings as well as recommendation reports

Dealing with platforms and product providers to obtain information about existing and potential investments

Processing transactions via platforms for discretionary and advisory clients

Researching pension transfers, retirement options, life assurance and income protection

Making tax calculations to establish correct advice is being given where appropriate

Occasional attendance at client meetings, where detailed analysis has been prepared

Skills and Experience required:

Qualified to level 4 diploma would be an advantage

Previous experience within an IFA practice and Paraplanning is essential

Excellent communication skills, both oral and written

FCA understanding of regulations and products, and their practical application

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for.