Job Information

Paraplanner

An opportunity to work in boutique style fee-based IFA firm in Leicester. Specialists in providing Holistic Wealth Management Advice to HNW Private and Corporate clients.

Diploma and above in Financial planning

Minimum 3-5 years` experience working in financial Services industry

Role

Knowledge in final salary pensions and pensions annual allowance, and tapered tax calculations is essential. Also, knowledge on investments, protection and IHT Planning is important. In addition, the role will also include suitability/recommendation report writing, carrying out product research etc meeting compliant rules and regulations and managing client reviews for the IFA. The successful candidate will also be performing some administration duties, preparation of paperwork, dealing with customer queries and product providers and client facing tasks.

Benefits

Salary is negotiable - £30,000 to £40,000 plus depending on experience and qualifications.

Pension contributions

Holiday - To be discussed

Hours of work

8.30am-5.00pm Mon-Friday. (office based mandatory)