18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Job Title: Paraplanner

Location: Derby

Salary: £28,000 to £35,000 (per annum depending on experience)

Benefits: Bonuses, Exams paid for

My Client is a is a long standing established IFA based in Derby and are looking for a Paraplanner to join their existing team

You will be working with a very established team providing full support for one established Financial Advisor

Our client would expect either for you to hold Diploma status or have a good Technical knowledge in a Paraplanner role

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 or have strong Technical knowledge in a Paraplanning role

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

If this is not the right role for you, please call us for a confidential chat as we might be recruiting for a role that is not necessarily advertised.

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