My client understands how important it is that individuals have a relationship they can trust when it comes to their money being dealt with and prides themselves with the open & honest advice given to longstanding and new clients across the South.
My client is seeking an experienced paraplanner to deliver high quality paraplanning support to advisers, clients and prospects. You will have whole of market industry knowledge and a proven background within financial services. As a minimum you will hold the diploma in financial services and have desires to obtain chartered status.
Upto £42,000 on offer, onsite parking, friendly professional team in smart offices based within Poole.
To deliver high quality paraplanning support to advisers and clients
Review quality of advice proposed by adviser
Prepare information/reports/comparisons for analysis by adviser
Carry out provider and product research
Complete tax computations including Inheritance Tax and Capital Gains Tax
Produce quality suitability reports in line with Company standards
Attend and participate in client meetings
Participate in client meetings as required
Provide technical support and provide research on new opportunities
Obtain client personal illustrations, key features documents, application/proposal forms etc from providers and pre-completed as necessary
Analyse the potential implications for the withdrawal of Income from a Pension or exceeding the Annual Allowance of funding
For further information please get in contact with Chez Rudiak at email@example.com or 02380828606 to discuss the full job specification,