Paraplanner
LOCATION: Braintree, Essex
JOB TITLE: Paraplanner
SALARY & BENEFITS: GBP28,000 - GBP32,000 per annum depending on skills and experience + pension scheme and life assurance.
WORKING HOURS: Monday - Friday 9am - 5pm
THE COMPANY: Our client, based in Braintree, is a firm of experienced Independent Financial Advisers, delivering a professional and specialised service to individuals and businesses throughout South East England. They work mainly with private clients and their investments but also work on behalf of corporate clients.
THE ROLE: Reporting to the Operations Manager the role of a Paraplanner will be to support appointed Advisor/Advisors in business writing and rebalancing recurring income clients.
Key Responsibilities of a Paraplanner to include:-
Key experience essential for the role of Paraplanner based in Braintree:
You will then be sent to an online questionnaire to support your CV and application, please fill in the details and we will be in touch to advise you of the next steps.
JOB TITLE: Paraplanner
SALARY & BENEFITS: GBP28,000 - GBP32,000 per annum depending on skills and experience + pension scheme and life assurance.
WORKING HOURS: Monday - Friday 9am - 5pm
THE COMPANY: Our client, based in Braintree, is a firm of experienced Independent Financial Advisers, delivering a professional and specialised service to individuals and businesses throughout South East England. They work mainly with private clients and their investments but also work on behalf of corporate clients.
THE ROLE: Reporting to the Operations Manager the role of a Paraplanner will be to support appointed Advisor/Advisors in business writing and rebalancing recurring income clients.
Key Responsibilities of a Paraplanner to include:-
- Portfolio reviews and rebalancing
- Adhoc fund research
- Suitability reports
- Adhoc calculations
- File checking pre compliance
- 'Selectapension' research
- Technical support
- Diary management
- Assisting Operations Manager
Key experience essential for the role of Paraplanner based in Braintree:
- Must live within a commutable distance of Braintree, Essex.
- Must have experience in Research and Suitability letter writing
- Will have previous Independent Financial Service experience working a similar role as a Paraplanner.
- Must be fully conversant with Financial Express Analytics.
- Any training towards a Diploma Level 4 in Financial Services is highly desirable but not essential.
- Will have strong numeracy skills.
- Will be proficient with Microsoft Excel.
- Must have a working knowledge of Iress / Avelo or similar.
You will then be sent to an online questionnaire to support your CV and application, please fill in the details and we will be in touch to advise you of the next steps.