Paraplanner
- Recruiter
- Novia Recruitment
- Location
- Bath
- Salary
- Competitive
- Posted
- 08 Nov 2016
- Closes
- 06 Dec 2016
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Duties and Responsibilities: Obtaining valuations of existing investment portfolios Preparing asset allocation reports and files for meetings as well as recommendation reports Dealing with platforms and product providers to obtain information about existing and potential investments Processing transactions via platforms for discretionary and advisory clients Researching pension transfers, retirement options, life assurance and income protection Making tax calculations to establish correct advice is being given where appropriate Occasional attendance at client meetings, where detailed analysis has been prepared Assist in selection of specialist components of equity portfolios Skills: Qualified to level 4 diploma and working towards status would be an advantage Previous experience within an IFA practice and Paraplanning is essential Excellent communication skills, both oral and written FCA understanding of regulations and products, and their practical application