Posted 14 November 2018 by threesixty selection
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The Opportunity

This is a fantastic position for an experienced paraplanner to join a small well established, growing firm that can offer genuine career development by having such a broad proposition on offer.

You will part of a technical team and be actively involved in the back-office process as a key member of the back office team.

Thr firm provide holistic financial planning across

Pension Planning
Life Assurance
Income Potection

What’s needed for me to be considered?

  • Qualified to level 4 or close to achieving
  • Previous experience within the IFA practices and Paraplanning is essential
  • Understanding of FCA regulations and products, and their practical application
  • Effective communication, both written and verbal
  • Have a professional, proactive and positive attitude
  • Assessing of files following client meetings
  • Establish client objectives
  • Liaise with Advisers, Administrators and Managers
  • Production of quality, accurate, compliant letters, analysis, reports and summary sheets
  • Ability to carry out BCA, Lifetime Allowance, Cash Flow and Tax calculations is a prerequisite
  • Excellent report writing skills
  • Working knowledge of O&M systems an advantage as well as various platform providers
  • Ability to carry out analysis on investment and pension portfolios
  • Working knowledge of True Potential is also an advantage

As a Paraplanner you must be Level 4 Qualified or be very close to achieving this status, will have a number of years’ experience working in a wealth management or IFA environment as a Paraplanner. A good working knowledge of compliance procedures is essential and a compliance background is definitely an advantage.

Salary is negotiable for the right candidate.

Required skills

  • Investments
  • Paraplanning
  • Pensions

Reference: 33852575

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