Paraplanner - Wealth Management IFA, Basics to £40K

Recruiter
Astral Recruitment
Location
Withdean
Posted
16 Jul 2017
Closes
29 Jul 2017
Job role
Accountant

Our client is a leading local IFA and they are currently looking to expand their technical Support arm

They are in need of an experienced Paraplanner with Level 4 Diploma or imminent completion of it

Accountabilities:

  • Manage the planning workflow
  • Gather and record client data
  • Prepare reports to a professional and timely standard
  • Provide information for annual reviews and identify areas not covered
  • Develop and maintain all processes relevant to technical support
  • Delegate and communicate clearly with technical and client support
  • Undertake financial planning and product-based research
  • Operate within the compliance and corporate standards of the business

Skills, knowledge and experience:

  • Ability to use technical financial planning tools,
  • Clear understanding of an adviser’s role
  • QCA Level 4 or closer to it

Package offered for this Paraplanner role:

  • Salary to £40000 plus benefits

For more information please call Jason Webber at Astral