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Paraplanner

Location: CRANLEIGH, SURREY, UNITED KINGDOM Salary: 24,000.00-40,000.00 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 2 months ago Reference: X3-192330

My client is an award-winning IFA practice whose main priority is to deliver impartial and unbiased independent financial advice to individuals to deliver real financial security.

My client is looking to expand their Paraplanning team and seeking for an experienced, hardworking Paraplanner. Ideal candidates will come from an experienced background in financial services and paraplanning.

 

Duties:

Providing full support to Financial Planners

Research on products and investment strategies

Using our cash flow modelling tool

Producing suitability reports

Making agreed changes to investment portfolios

Preparation and maintenance of client files

Communicating investment updates to the wider business

Assist in the production of client facing investment update sheets

Dealing with client enquires

 

Skills/Qualifications Required:

A minimum Level 3 Certificate in Financial Planning is required for this role, with Level 4 Diploma or higher preferable.

Excellent knowledge of investments, pensions, trusts, taxation and protection

Experience of using fund analysis tools such as Financial Express, strong technical knowledge

Attention to detail and strong analysis skills.

Good Suitability report writing experience

 

 

This is an excellent opportunity for an ambitious, experienced financial services individual to join an award-winning IFA practice and work in a hardworking and professional team. If you think you are a suitable individual with the right skills please get in touch.

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