Accessability Links

Paraplanner

  • Location: London
  • Sector: Secretarial
  • Salary: £40000 - £50000 per annum + benefits
  • Job type: Permanent
  • Date posted: 16/11/2017
  • Job reference: JH210317A

A leading IFA requires an experienced Paraplanner with strong, current knowledge of Pensions, Protection and Investments.

Key Responsibilities

  • Attending client meetings with Advisor
  • Preparing illustrations and proposals whilst undertaking research to support recommendations
  • Critical Yield Calculations using in house software
  • Preparing suitability letters, summary reports and recommendations
  • Providing technical support to complex client queries
  • Ensuring regulatory and compliance standards are met
  • Individual workflow and task delivery
  • Working with compliance teams to ensure recommendations are viable

Skills and Experience

  • Solid experience working for an IFA is essential, preferably with strong, current knowledge of Equity ISA's, Unit Trusts, Investment Bonds, Protection and Personal/Company Pensions / Pension Drawdown.
  • Direct client contact experience as the role will entail a high level of client interaction and the successful candidate must be able to work autonomously within a driven and fast paced environment.
  • Pro-active, has attention to detail, is an excellent communicator and can work well within a small team
  • The aptitude to manage conflicting demands in a calm, friendly and non-judgmental manner.
  • Open to change/new ideas

If you possess the relevant skills and experience, please submit your CV today

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