This job has ended. Find similar jobs.
PARAPLANNER
- Cwmbran, Gwent
- £22,000 - £28,000 per annum, OTE
- 7 applications
- Job type: Permanent, full-time
- Date:
- Reference: 20972401
Organisation Description
Paraplanner with Aspirations to become an IFA
My client has a successful and expanding Practice borne out of many years’ experience working in a professional practice environment. Consistently applying independent, high quality standards from comprehensive tailored advice and regular reviews adhering to the UK’s Institute of Financial Planning code of ethics and professional practice.
Job Description
We are seeking a proactive, self motivated experienced and qualified Para Planner, to support one of our Financial Planners. Key responsibilities include the preparation of detailed reports and the servicing of prospective, new clients on all aspects of financial planning.
Key duties include:
• Manage and prioritise your Consultant’s client work
• Carry out technical research to meet the clients needs
• Produce compliant suitability reports
• Provide technical support to dedicated Consultant
• Process client queries
• Manage client reviews and maturities
Person Specification
• Qualifications & skills:
• Dip PFS or within 1 paper
* Aspirations to become an IFA
• Worked in a similar role or environment
• Understanding and working knowledge of;
o Personal taxation & tax fundamentals
o Taxation of investments
o Investments products
o Protection products
o Retirement products
o Trust & Wills
• Excellent organisational skills
• Ability to work under pressure and to deadlines
• Excellent interpersonal skills
Reed Specialist Recruitment Limited is an employment agency and employment business
Paraplanner with Aspirations to become an IFA
My client has a successful and expanding Practice borne out of many years’ experience working in a professional practice environment. Consistently applying independent, high quality standards from comprehensive tailored advice and regular reviews adhering to the UK’s Institute of Financial Planning code of ethics and professional practice.
Job Description
We are seeking a proactive, self motivated experienced and qualified Para Planner, to support one of our Financial Planners. Key responsibilities include the preparation of detailed reports and the servicing of prospective, new clients on all aspects of financial planning.
Key duties include:
• Manage and prioritise your Consultant’s client work
• Carry out technical research to meet the clients needs
• Produce compliant suitability reports
• Provide technical support to dedicated Consultant
• Process client queries
• Manage client reviews and maturities
Person Specification
• Qualifications & skills:
• Dip PFS or within 1 paper
* Aspirations to become an IFA
• Worked in a similar role or environment
• Understanding and working knowledge of;
o Personal taxation & tax fundamentals
o Taxation of investments
o Investments products
o Protection products
o Retirement products
o Trust & Wills
• Excellent organisational skills
• Ability to work under pressure and to deadlines
• Excellent interpersonal skills
Reed Specialist Recruitment Limited is an employment agency and employment business
