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Posted 2 February by TEMPLEGATE RECRUITMENT Ended

My Client is a long standing and established IFA based in Hove and are looking for an experienced Paraplanner to join their existing team

You will be working with an established Financial Advisers who deal predominately in the UHNW market

On offer is an excellent salary and benefits package with the opportunity to develop themselves further

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:

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

If this is not the right role for you, please call us for a confidential chat as we might be recruiting for a role that is not necessarily advertised.

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

  • Communication Skills
  • Financial Services
  • Paraplanning
  • Reports
  • Suitability

Reference: 33719040

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