Paraplanner

Recruiter
Reed
Location
Peasmarsh, UK
Salary
Competitive
Posted
12 Sep 2019
Closes
25 Sep 2019
Ref
1258179647
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client is a successful IFA practice whose main priority is to provide the best quality advice focusing exclusively on their clients.

My client is looking to expand their Paraplanning team and seeking for an experienced, hardworking individual to work as a Technical Paraplanner. Ideal candidates will come from an experienced background in financial services and have a high level of technical knowledge.

Duties:

Providing full support to Financial Planners

Research on products and investment strategies

Using our cash flow modelling tool

Producing suitability reports

Attending and documenting the minutes at the quarterly meetings

Communicating investment updates to the wider business

Assist in the production of client facing investment update sheets

Dealing with client enquires

Assisting the Paraplanning Manager when needed with managing the paraplanning team to include

Skills/Qualifications Required:

Diploma in Financial Planning - study support available to continue further study towards Chartered status

Excellent knowledge of investments, pensions, trusts, taxation and protection

Experience of using fund analysis tools such as Financial Express, strong technical knowledge

Suitability report writing experience

Ability to work well in a team

This is an excellent opportunity for an ambitious, experienced financial services individual to join a successful IFA practice and work in a hardworking and professional team. If you think you are a suitable individual with the right skills please get in touch.

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