Paraplanner

Posted 19 January by Accountancy Divisions Limited

This top 25 IFA is developing quickly as it grows both organically and by acquisition. Working within a professional environment you will support a Chartered Planner who is one of the company’s top performers but needs a knowledgeable and efficient paraplanner to ensure all the backup is provided at the highest level.

  • Fund Research

  • To help produce and maintain a hold, fold and buy list through technical assessment of fund managers and individual fund performance; sharing fund research with Advisers and Paraplanners.

  • Financial Planning

  • To assist the development and implementation of a strategy that will enable a client to meet financial objectives.

  • Presentation of Advice

  • To prepare letters, suitability reports and other documents as part of the advice process including reviews.

  • Meeting Preparation

  • To help advisers prepare for client meetings including the preparation of all relevant paperwork.

  • Client Reviews

  • To update client records, analyse progress and present information in accordance with our Review Proposition.

  • Compliance

  • To help ensure that all dealings with clients are in accordance with internal and regulatory guidelines.

Candidate

  • Previous experience as a technical Paraplanner essential

  • Knowledge and experience of personal Financial Planning, pre and post retirement planning investment funds and asset allocation, tax treatment of different fund types and product wrappers, investment, pension and annuity products, financial planning legislation, tax legislation

  • FCA compliance requirements If this role sounds as though it aligns with your desire to have a career that comes with fantastic support and opportunity

  • Level 4 DipPFS preferable or working towards

  • RO4 preferable.

  • Communication skills - both verbal and written

  • Experience of bespoke report writing

  • Ability to obtain, assess and act on information

  • Highly organised

  • Previous experience of Adviser Office/1st software an advantage

If this role sounds as though it aligns with your desire to have a career that comes with fantastic support and opportunity, please email your CV

Reference: 34100322

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job