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Paraplanner

Location: PONTYPRIDD, MID GLAMORGAN, UNITED KINGDOM Salary: 25,000-33,000 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 1 month ago Reference: X3-364740

My client is a Chartered advisory firm in North Cardiff.  They are currently looking for a Paraplanner

 

If you are: -

• Level 4 Diploma qualified
• Long established track record in Regulated Financial Services
• Excellent communication skills
• Excellent organisational skills & experience in project management
• Prioritising workload/keeping to deadlines
• Strong links with pensions, trusts & investments
• Attention to detail in terms of accuracy of information provided to and from advisers

 

Your responsibilities: -


• High Quality Suitability Report Writing
• Experienced in using research tools – Selecta pension, Synaptics, FE Analytics, Trustnet, Cashflow Modelling Tool & Dynamic Planner
• Attending and running client meetings competently if required
• Meeting with fund managers & product providers for research and diligence purposes
• Support & training for Compliance officer with newly qualified advisers, Financial Analysts & Administrators
• Preparing technical information for client meetings
• Review, check & formalise a file to completion from the Analyst Team
• Ability to assist clients with servicing needs to a competent accurate standard
• Assist with bespoke high net worth tax planning solutions & investment propositions
• Ability to complete complex tax calculations accurately
• Keep abreast of regulatory & industry changes
• Training members of the team in technical areas and supporting the Operations Manager

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