Paraplanner

Recruiter
Reed
Location
Penzance, UK
Salary
Competitive
Posted
22 Aug 2019
Closes
31 Aug 2019
Ref
1222698032
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client is an independent Chartered IFA firm based in Penzance. They are extremely well established and looking to hire an experienced Paraplanner to join their support team.

Duties to include:
  • Research and collation
  • Preparation of illustrations, applications and literature
  • Ensuring the adviser has all the relevant forms for signature, AML requirements prior to a new client meeting
  • Chasing for any administration/documents outstanding
  • Submission and monitoring of new business applications/investments/pension transfers to completion
  • Updating clients regarding current situation
  • Task management of adviser post, emails and action required
  • Trades, cash buffers, income for clients, drawdown cash movements and fee monitoring as required
  • Holiday cover for admin support staff maintaining adviser's diary where applicable
  • Preparing client suitability reports for the adviser and researching all relevant product information/suitability to meet client's needs and objectives
  • Answering the telephone when reception is not manned and taking messages, ensuring these are passed on as soon as possible
  • Answering the door entry phone and ensuring clients are greeted on arrival and offered refreshments

The ideal candidate should:
  • Have previous Paraplanning experience and knowledge of report writing
  • Hold or be working towards Level 4 Diploma in Financial Planning
  • Have an understanding of IFA systems such as Intelliflo and Voyant
  • Have an analytical mind
  • Have a high level of technical knowledge and a broad understanding of the IFA market

Similar jobs

Similar jobs