Paraplanner - level 4 or Similar
- Recruiter
- Anonymous
- Location
- Bristol
- Salary
- 30000.00 - 40000.00 GBP Annual + Benefits
- Posted
- 08 Jun 2017
- Closes
- 06 Jul 2017
- Sectors
- Business Opportunities
- Contract Type
- Permanent
- Hours
- Full Time
The role
As part of a centralised team you will work proactively with advisers, compliance and product providers to help design and deliver first class; client centric solutions. This will include reviewing client circumstances, undertaking the necessary research and then producing concise suitability reports that are accurate and FCA compliant.
As a Senior Paraplanner; you will be an experienced professional with extensive pensions knowledge to work on more complex pensions cases and provide support, guidance and training on occupational pensions and Trust/Tax planning to the wider Paraplanning team.
As part of a fully integrated financial services firm you will be working alongside internal investment managers, product experts and technical advisers. Using cutting edge back office systems you will also assist our dedicated Adviser Support teams to ensure client records are complete, up to date and accurate.
Skills and experience
Successful candidates are likely to demonstrate the following:
?? Level 4-6 qualified (with preference given to those with AF3)
?? Extensive Paraplanning experience
?? Extensive pensions knowledge
?? Trust/Tax planning knowledge
?? The ability to provide support and training.
?? Strong analytical and research skills
?? Strong report writing and verbal /numerical skills
All applications will be considered and responded to
As part of a centralised team you will work proactively with advisers, compliance and product providers to help design and deliver first class; client centric solutions. This will include reviewing client circumstances, undertaking the necessary research and then producing concise suitability reports that are accurate and FCA compliant.
As a Senior Paraplanner; you will be an experienced professional with extensive pensions knowledge to work on more complex pensions cases and provide support, guidance and training on occupational pensions and Trust/Tax planning to the wider Paraplanning team.
As part of a fully integrated financial services firm you will be working alongside internal investment managers, product experts and technical advisers. Using cutting edge back office systems you will also assist our dedicated Adviser Support teams to ensure client records are complete, up to date and accurate.
Skills and experience
Successful candidates are likely to demonstrate the following:
?? Level 4-6 qualified (with preference given to those with AF3)
?? Extensive Paraplanning experience
?? Extensive pensions knowledge
?? Trust/Tax planning knowledge
?? The ability to provide support and training.
?? Strong analytical and research skills
?? Strong report writing and verbal /numerical skills
All applications will be considered and responded to