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Paraplanner

Paraplanner

Job Title: Paraplanner
Contract Type: Permanent
Location: Oadby, Leicestershire
Industry:
Salary: £35,000 - £40,000
REF: 896546
Contact Name: Kate Goodman
Job Published: 8 days ago

Job Description

Our client is seeking a Paraplanner to provide full support to the Director of the organisation. You will liaise with clients, produce suitability reports, conduct analysis on products across the market. As Paraplanner you will ideally be Diploma / Level 4 qualified, or be very close to achieving this status, and have experience working in a wealth management or IFA environment.

Duties and responsibilities:

  • Accurately and efficiently support the Director to enable the achievement of targets
  • Attend client meetings as required
  • Managing the research and analysis of financial products to meet client requirements
  • Managing the presentation of technical data to the Director
  • Preparation of Client Financial Plans and Suitability Reports
  • Review / analyse investment portfolio / asset allocation / risk profile
  • Liaise with the clients' legal and tax advisers
  • Ensure all compliance paperwork is complete and in order
  • Overseeing changes to and implementing chosen investment strategies
  • Establish strong client relationships

Skills and experience required:

  • Ideally Diploma Level 4 qualified (or close to achieving this status)
  • Experience of working within a wealth management or IFA environment is essential
  • Good report writing skills
  • Excellent attention to detail and accuracy
  • In-depth understanding of compliance
  • Priortise and plan own workload

Salary & Benefits

  • £35,000 - £40,000
  • 00am - 5.00pm (35-hour week) - flexible working hours for right candidate (FT/PT)
  • 20 days annual holiday + 8 Bank holidays
  • 5% pension