Paraplanner
Basic to £35,000 (depending on experience) plus full benefits
London
My client is a highly successful independent financial consultancy who is looking for an energetic and focused person to join as part of their expanding team. You will be supporting Independent Financial Advisers, by producing a range of materials supported by detailed research and knowledge of providing financial advice.
Key Responsibilities
Prepare client reports in relation to pensions, investments, Trustee Investment, IHT planning and other associated financial planning requirements
Working knowledge of DB, DC schemes and pensions transfers
SIPP queries, income calculations
Attend client meetings
Building and maintaining excellent client relationships
Adhere to firms compliance procedures
Attributes:
An eye for detail and burning desire to maintain quality whilst seeking common sense outcomes
Time management skills – ability to deal with varied requests and multiple priorities
Ability to work under pressure and to strict deadlines
Excellent written and verbal communication skills
Minimum FPC (or equivalent) and Level 4 qualified (or progressing towards an appropriate Level 4 qualification)
Thorough knowledge of current IFA Financial Planning Policies
Contact David Sheddon on 0845 555 18 18 or 07763 195 069 or email david@advanceyourcareer.com
