Paraplanner

Recruiter
TEMPLEGATE RECRUITMENT
Location
Bromsgrove
Salary
28000.0000
Posted
13 Apr 2017
Closes
13 May 2017
Contract Type
Permanent
Hours
Full Time

Job Title: Paraplanner

Location: Bromsgrove

Salary: £28,000 to £34,000

Benefits: Great Location, Bonuses, Company Pension

My client is a very established IFA practice that requires an experienced Paraplanner to join their team

Our client is looking for someone who is already established in Paraplanning role and is comfortable in dealing with Pensions and Investment products

You would be expected to be either Level 4 Qualified or made significant progress with your exams, on offer is an excellent starting salary, Yearly Bonuses, and the opportunity to progress with Exams.

Duties will Include:

Providing full support to the IFAs

Working on various products including EIS, ECT’s, Pension products

Using various back office systems and platforms

repairing and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks

Producing, when required, tax and other complex calculations

Preparing and interpreting complex plan information with a view to completing transfer analysis

Preparing complex financial planning reports, within set SLAs, in multiple financial planning areas

Researching and reviewing, where necessary, new, and existing legislation and technical/product information to aid in the role that is performed

Communicating with IFAs coherently on a regular basis, in order to gather sufficient information on client cases, and updating on case progress

Skills and Experience required:

Working a Paraplanner currently

Proficient in Excel

Level 4 Qualified or close to

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.