Salary: £Negotiable depending on experience
We are currently looking for a Paraplanner to join a highly reputable IFA firm.
Are you someone who takes pride in the work that you do and is capable or producing top quality, accurate and most importantly compliant suitability reports?
If so, you will be providing a paraplanning service for 3 consultants with varied business cases and a range of clients.
Ideally you will have or be close to attaining your Level 4 Diploma and similar experience in an IFA firm before
Duties will include:-
Technical Research and compilation of client reports
Liaising with Product Providers
Providing a secondary point of contact for clients in the absence of the Consultant
Managing client’s expectations and dealing with information requests
Providing technical assistance to the administration team
Assisting with the client review process
Development and maintenance of Company’s Standard reports and letters
Dip DFS or equivalent
Previous experience in a similar role
Excellent IT office skills including Work, PowerPoint and Excel, e-mail and internet
Experience of using Avelo Adviser Office (1st) client database/back office system and/or Virtual Cabinet (VC) paperless office system
Experience of using research tools such as FE Anayltics, Synaptics & Selectapension
Experience in the fields of Clients in Later Life, Personal Injury/Medical Negligence cases, Court of Protection work and Trust Investment
A sound knowledge of Investments,Pensions and Trusts
Experience of Cashflow modelling Software