Job Details

Paraplanner

Sector:Financial Services

Region : South East England

Location: Leatherhead

Salary: Salary negotiable DOE

Job Ref.: CL2501RSC

Job Information

Our Client based in Surrey requires an additional Paraplanner to jointhe team

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Skills and Experience Required



• Previous experience as a Paraplanner
• FPC - Level 4 qualification preferable
• Knowledge of Iress/Adviser Office, Exchange and Financial Express Analytics
• Excellent communication skills
• Articulate and confident in dealing with HNW clients with the ability to work on own initiative and as part of a team
• Technical knowledge of pensions, life and investments products and compliance
• Able to work to tight deadlines, organise and prioritise workload



Job Role /Key Task



• Write recommendations reports for pension transfers and contributions, offshore bonds, investments (ISA/Unit Trusts/bonds etc).
• Prepare all documentation when sending a report i.e. quotes, fact sheets KFDs etc and pre completing forms for client to send back.
• Dealing with new investments and switches etc : buying selling funds online/bed and ISA transactions.
• Processing new business online. Dealing with providers to ensure that plans are set up properly.
• Analysing existing business. Proactively review client files and highlight discussion points prior to any client interaction for their annual review meeting
• Putting together portfolios for new business and keeping up to date on performance of the funds.
• Attending product provider meetings introducing new products and funds.
• Researching product costs and new products to find the best value/plans for certain client needs.
• Keeping up to date on changes to legislation to ensure that advice is correct.
• Calculating capital gains/tax for client portfolio or carry forward/Lifetime Allowance where required
• Entering client portfolios into Financial Express to assess performance.
• Inheritance tax planning work : gifting into trust.
• Putting together and maintaining report templates to ensure they are up to date with legislation.
• Creating/maintaining fact sheets - risk of collectives, why multi manager, risks of drawdown etc.
• Point of contact for clients when advisers are out of the office.
• Compliance : ensuring FCA and internal compliance procedures are followed