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Position: Paraplanner
Location:
Position Type: Permanent
Sectors/Categories: Financial Services,Paraplanners
Salary: £26000 per Annum
Paraplanner
Location: Somerset
Salary: Negotiable
Our client is looking for a proactive Paraplanner with drive and ambition to offer support to a highly qualified team of IFA's. Daily duties will include writing detailed reports and servicing prospective new clients, on a variety of aspects of financial planning
Duties and Responsibilities
Write suitability reports in line with compliance regulations
Work closely with your consultant managing and prioritising their workload
Gather technical research to meet your client's needs
Offer technical support to your consultant
Managing client reviews and maturities as well as processing any queries
Perform any additional tasks that may be delegated by the consultant
Skills and Qualifications
3 years experience in a similar role or environment
Hold relevant qualifications and have or working towards Dip PFS status.
You will have a sound working knowledge of the following topics;
Investments - products and taxation
All tax fundamentals
Protection products
Retirement, Trust and Wills
Excellent organisational and interpersonal skills
Ability to work under pressure and to deadlines
Experience of using 1st software would be advantageous
Company Name: Heat Recruitment
Advertised On: Heat Recruitment
Date Posted: 23 June 2011
