Job Details

Technical Paraplanner

Sector:Financial Services

Region : West Midlands

Location: Fenny Compton

Salary: Salary negotiable may also consider part time

Job Ref.: CL2403AB

Job Information

Our Client, an IFA based in Southam requires an experienced Technical Paraplanner who is capable of multi tasking.


This description is indicative and should be expected to develop over time, depending on the employee’s capabilities and the IFA’s requirements.


Summary
1. Technical paraplanning and administration support to the IFA across the Company’s range of activities including: full financial reviews, investments, pensions (personal and corporate) and protection business (but also including some household insurance and mortgages)
1. General office administration


Duties include:
1. Technical paraplanning and administration support:
2. Taking instructions from the IFA
3. Report writing
4. In-depth product research and analysis, including trusts
5. Completion of application and proposal forms and submission of new business
6. Preparation of investment reviews and valuations ahead of client meetings
7. Attending client meetings (likely primarily to be office based) to assist the IFA
8. Reviewing performance of client investment portfolios, considering revised holdings to ensure the portfolio composition continues to meet the client’s investment strategy and risk profile and actioning agreed fund switches
9. Dealing with technical client queries Ensuring work is processed in line with FCA/FSMA and internal compliance procedures
1. .General support duties to assist the IFA, including:
1. .Preparing and maintaining client records
1. .Email and paper correspondence review, action and filing
1. .Dealing with telephone queries


Would need to live ideally Banbury / Southam / Warwick / Leamington/ Stratford / Alcester area.


may consider part time salary up to £35,000