Anthony Alexandra
11 Aug 2018
24 Sep 2018
Job role

A well respected Independent Financial Advisors, with a very strong brand presence, and the ability to attract and retain the best clients requires an experienced Paraplanner. The role will involve supporting a consultant who deals with Life, Pensions and Investment.

Ideally you must have an in-depth knowledge of the market place and be very experienced in the research of technical products.

This is an outstanding opportunity for a highly competent and well qualified Paraplanner to progress within an established IFA.

The successful candidate will be responsible for:

  • Supporting experienced Financial Advisers
  • Completing reports and client packs ready for use of the Adviser
  • Researching suitable products for and compiling the relevant documentation in preparation for the Advisers and or compliance
  • Managing the Advisers day to day activities
  • Pro-actively liaising with clients, advisers and other members of your team to request documentation and provide progress reports
  • Utilising online systems and developing knowledge to aid in the processing of business
  • Developing existing processes to aid in efficiency of business transactions
  • Producing quotes
  • High level of analytical capability and good communication skills

The suitable candidate would have the following skills/ attributes:

  • Level 4 Diploma qualified for working towards achieving
  • over 3 years Paraplanning experience
  • Good general knowledge of all investment, life and pensions products and legislation
  • Strong technical knowledge of all pension products and pension drawdown
  • Pensions transfer knowledge would be an advantage
  • Systems: FE Analytics, O and M

The successful candidate will have the opportunity to grow within a forward-thinking environment and study towards further diploma qualifications if needed. The role includes attractive benefits with opportunities to progress within the company.

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