Paraplanner

Recruiter
NJR Recruitment
Location
Sheffield, UK
Salary
Competitive
Posted
18 Sep 2019
Closes
02 Oct 2019
Ref
1253535355
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner

Location: Sheffield

£26,000 - £33,000

EXCELLENT BENEFITS ON OFFER INCLUDING HEALTH INSURANCE, PENSION, FREE PARKING, STUDY SUPPORT AND SO MUCH MORE!

Our Client is a highly successful and innovative Wealth Management Practice with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK.

This is a fantastic opportunity for an experienced Paraplanner who is seeking progress and work for a highly successful business that holds an excellent reputation within the Wealth Management sector.

You will be working as part of a medium sized and growing team, where you will be supporting the Wealth Managers in delivering first class service to their Client bank.

Responsibilities
  • Provide technical and research support to the financial planners.
  • To assist the Paraplanner Manager and compliance department where required.
  • Closely liaise with clients as and when required
  • Prepare full suitability reports
  • Prepare summary of recommendations for administrators to prepare the client pack
  • Liaise with administrators and planners on any required amendments
  • Ensure all recommendations meet with company standards
  • Liaise with the planner to agree the best course of action
  • Research the most suitable product and tax wrapper
  • Take into consideration wider circumstances; tax position, income etc.
  • Competent use of research tools
  • Calculations such as carry forward, CGT, IHT and bond calculations.
  • Prepare research on existing investment and pension funds using appropriate research tools
  • Compare with appropriate funds/portfolio for the clients attitude to risk
  • Prepare replacement contracts report for Financial Planner to review prior to suitability
  • Assist with Investment committee
  • Participate in required ad hoc meetings when requested to do so

What's in it for you?
  • Free Parking
  • 22 Days Holiday + Bank Holidays
  • Discretionary Bonuses
  • Personalised Training Plan
  • Health Insurance
  • Pension
  • Full Study Support
  • Flexi Hours/home working

The successful candidate will need to have previous experience working as a Paraplanner - preferably within an Financial Services environment. You will ideally be Diploma qualified or working towards the Level 4 qualification as well as having solid communication and articulations skills. Experience using Intelligent office would be advantageous

Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.

For further information please contact one of our specialist consultants quoting REF: NJR9508

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