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 level

Qualifications:

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