Job Details
Paraplanner
Sector:Financial Services
Region : South East England
Location: Gerrards Cross
Salary: £45,000 neg
Job Ref.: CL0108PPS
Job Information
This is a great opportunity to join a friendly Company, established over 30 years ago. As a Chartered IFA firm, providing advice in most areas of financial, investment, and retirement planning. For this new role they are looking for a paraplanner with a minimum of 2 years’ experience. You will be a naturally confident communicator, driven and self-motivated and able to demonstrate professionalism and the desire to continue to develop within the profession. The successful candidate will naturally progress to be involved at a senior management level and helping the business to develop and move forward to the next levelQualifications:
CII Level 4 Diploma Qualified, CII Certificate in Paraplanning or equivalent
Skills set and responsibilities:
Research, analysis and prepare for client meetings
Implement trades via our platforms and submit new business
Liaison with our pension and investment advisers pre and post client meetings
Drafting investment and pension recommendation reports
Prepare and drafting client reviews
Demonstrable knowledge to undertake Annual Allowance, Tapered Annual Allowance, carry forward, CGT, IHT calculations etc.
Cash flow modelling
Attendance at client meetings with Adviser if required
Fund/CIP/CRP research – help with Consumer Duty transitioning processes
Additional information:
Employed package with a basic salary, discretionary bonus, auto-enrolment pension, healthcare, 25 days holiday