Senior Paraplanner - Colchester - £35,000

Posted 6 February by Heat Recruitment Featured

My clients team has identified the need to hire an experienced Paraplanner to ensure that the team continues to deliver and succeed within the market. You will be tasked with providing full support to a financial adviser to ensure clients receive a first-class service.

My client is a highly regarded Independent financial advisors that specialise in all aspects of savings, investments and retirement planning.

You be working in a supportive company who offer help and support to all professionals who wish to expand their development or business growth and a generous company benefit structure.

Duties:

Preparing compliant, technical suitability reports and 'Financial Life Plan’ reports detailing the consultant’s recommendations for the client

Manage client annual reviews

Carry out technical research and analyse data collected on behalf of clients

Accurately invest client money as per consultant’s recommendations post client meetings

Liaise with clients post meetings answering technical queries

Proactive in identifying investments/tax saving opportunities for clients

Manage and prioritise your consultants work

Evaluate investment portfolios with your consultant

Skills & Qualifications:

A minimum of the Diploma in Regulated Financial Planning (Dip PFS)

Advanced Pension exam AF30 or G60 or demonstrate a high level of advanced pension knowledge

Achieved or aspires to Chartered status

Synonyms: Technical Paraplanner, Paraplanner, Paraplanning Manager, Senior Paraplanner

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Reference: 34073801

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