Paraplanner

Recruiter
Select
Location
Great Yarmouth
Posted
21 Mar 2019
Closes
31 Mar 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner – Great Yarmouth – Permanent - £negotiable dependant on experience

Select Appointments are currently recruiting for a well-established financial services company in the Great Yarmouth area who are seeking a Paraplanner to join their team on a full time basis. You will be providing extensive technical support to the Financial Adviser.

Duties of the Paraplanner will include but not limited to:

* Deliver financial plans for clients and implement recommendations

* Manage client workflows

* Providing Extensive technical support to the Financial Adviser

* Prepare and complete reports

* Undertake product based research

* Fund Reviews- Model Portfolio’s

* Investment Committee Management

* Assistance with Compliance

* System Research- O&M, Fe Analytics, Synaptics, Dynamic Planner

* Providing training to staff members in this area

* Review existing clients

* Discuss client objectives with adviser and put a plan in place

The successful Paraplanner will need to have the following skills/experience;

* Previous experience within a Para planning or Technical Analyst role

* Experience of working for an IFA

* Previous use of Iress, Avelo, First or similar

* Exceptional organisational skills

* Able to meet strict deadlines and work under pressure

* Good level of analytical capability

HOURS: Mon – Fri 8.30-5

SALARY & PACKAGE – competitive and negotiable dependent upon skills and experience

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