Salary: £25,000 to £35,000 dependent upon qualifications and experience
Benefits: Company Pension, Progression opportunities
My client is looking for an exceptional individual to join its rapidly expanding team of experienced advisers and paraplanners. This exciting opportunity offers an excellent career progression path within the paraplanning team.
Level 4 qualification is desirable, on offer is an excellent starting salary,and the opportunity to progress
Duties will Include:
Providing full support to the IFAs
Working on various products including EIS, ECT’s, Pension products
Using various back office systems and platforms
Repairing and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks
Producing, when required, tax and other complex calculations
Preparing and interpreting complex plan information with a view to completing transfer analysis
Preparing complex financial planning reports, within set SLAs, in multiple financial planning areas
Researching and reviewing, where necessary, new, and existing legislation and technical/product information to aid in the role that is performed
Communicating with IFAs coherently on a regular basis, in order to gather sufficient information on client cases, and updating on case progress
Ensure all suitability reports are completed compliantly
Skills and Experience required:
Level 4 Qualified or Certificate of Paraplanning from the CII or from CISI is preferable
Experience in a Paraplanner role
Experience working in Investments and Pensions
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.
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