Level 4 Diploma Qualified Paraplanner

Recruiter
Reed
Location
Poole, UK
Salary
Competitive
Posted
19 Jul 2019
Closes
29 Jul 2019
Ref
1213330758
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
This is a leading independent wealth management firm and a top 30 adviser firm in the UK, who are proud to of achieved such a status through organic growth and acquisitions. The business has fantastic career opportunities and provides full support towards CII diploma in Financial Planning.

My client is seeking a Paraplanner who can hit the ground running in their offices in Poole, assisting in driving the team forward for continuous success.

Daily Duties...

- Annual review packs for existing clients

- Personal written reports, with recommendations if appropriate,

- Maintain record keeping on the progress of the annual review towards management information

- Providing technical support to consultants, frequently in order to meet deadlines prior to client meetings. This

- Conducting product and fund research and reporting clearly on findings

- Analysing client portfolios in terms of performance, risk analysis and asset allocation.

- Identifying under performing funds

- Updating client records and fact

- Use of in-house software for production of reports

- Team meetings on investment, investment platforms, tax , and company procedures

- Adherence to company compliance requirements

Ideal Skillset...

- Level 4 Diploma in Financial Planning

- Attention to detail

- Research on internet and databases

- Commercial awareness

- Ability to hit deadlines

Salary negotiable for a experienced candidate, alongside benefits such as pension, holiday allowance, flexi hours and opportunity to work from home.

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