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Paraplanner ~ Manchester

Posted 2 February by TEMPLEGATE RECRUITMENT Ended

Job Title: Paraplanner

Location: Manchester

Salary: £30,000 - £40,000 - Dependent upon experience

Benefits: Pension, 25 days holiday + bank holidays, Bonuses

My Client is a well-established financial advisor practice who deals with High Net worth investments and Pension management is now is now looking for an experienced Level 4 Paraplanner to join their existing established team based in Birmingham

You will be responsible for assisting the IFA's with technical suitabilty reports on taxation, investments and pensions as well as supporting other paraplanners this role is ideal for someone looking for a new challenge,

Duties will Include:

Obtaining valuations of existing investment portfolios

Preparing asset allocation reports and files for meetings as well as recommendation reports

Dealing with platforms and product providers to obtain information about existing and potential investments

Processing transactions via platforms for discretionary and advisory clients

Researching pension transfers, retirement options, life assurance and income protection

Making tax calculations to establish correct advice is being given where appropriate

Occasional attendance at client meetings, where detailed analysis has been prepared

Assist in selection of specialist components of equity portfolios, for example AIM shares

Skills and Experience required:

Qualified to level 4

Previous experience within an IFA practice and Paraplanning is essential

Excellent communication skills, both oral and written

FCA understanding of regulations and products, and their practical application

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for.

Required skills

  • Asset Allocation
  • Paraplanning
  • Suitability
  • Taxation
  • Recommendation

Reference: 34228782

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