IFA Paraplanner / Report Writer

Recruiter
Heritage Investments
Location
Christchurch
Posted
18 Jul 2018
Closes
27 Jul 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

We have a vacancy for a Paraplanner, based at our Christchurch office.

Experience using Intelligent Office, Standard Life Wrap, Old Mutual Wrap and Novia would be advantageous, though training will be given.

Ideally qualified with a Diploma in financial planning and working towards Chartered status.

Key tasks include:

  • Preparing recommendation reports and ensuring all appropriate document is available for clients meetings
  • DB pension transfers, chargeable event calculations, VCT reports, BR reports, top slicing calculations
  • Researching pensions and investments with the use of O&M pensions profiler & Morning Star
  • Liaising & communicating with product providers and clients
  • Updating and maintaining back office system i.e. Intelligent Office (Intelliflo)
  • Liaising with the compliance department
  • Processing new business applications

Benefits include 5 weeks holiday plus 8 bank holidays. Private medical insurance after qualifying period. New business related bonus scheme. Financial support for relevant qualifications. Pension with preferential charges. Social events throughout the year.

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