Working for a prestigious company in the heart of Croydon.
My client are looking for an experienced and self-motivated individual to work alongside Senior Consultants to provide full Paraplanning support.
The requisite generic knowledge and qualification (e.g. FPC or CF1-6 or RO) and working towards the Diploma in Financial Planning if not already attained.
An understanding of the advice process, including the use of fact finding, attitude to risk, analytical tools and report preparation.
Analytical tools include the use of Selectapension or similar (for pension switch and transfer cases); FE analytics or similar and an understanding of asset allocation; Cashflow modelling (and an understanding of how they can be used); Avelo Exchange (or similar); Trustnet (or similar); Wrap and Investment platform systems (or similar): Back office systems, Intelliflo or similar
A good knowledge and understanding of the investment, pension and protection products and taxation (income tax, inheritance tax and capital gains tax).
Market awareness (investment and industry related matters)
Detailed knowledge and understanding of the firm's procedure in respect of pension transfer and opt out business, including the necessary record keeping requirements.
We need someone to start ASAP, so please don't delay in responding to this advert