Paraplanner

Posted 6 November by TEMPLEGATE RECRUITMENT

Job Title:Paraplanner

Location: Lincolnshire

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.

Required skills

  • Analysis
  • Paraplanning
  • Reports
  • Diplomas

Application questions

Do you have a Level 4 diploma or Certificate of Paraplanning from the CII or from CISI?
Do you have paraplanning experience?

Reference: 33723336

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