Job Information

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



An exciting opportunity has arisen for a qualified or part qualified paraplanner to join a successful IFA in Leatherhead.

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 Charlwood Leigh 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 Benefits
� Salary - £30,000 - £35,000, depending on experience
� Pension Scheme (3% employee +5% employer)
� Death in Service Scheme (4 x basic salary)
� 20 days holiday + Stats
� Hours of work - Monday to Friday 9am to 5.30pm

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