Senior Paraplanner
- Recruiter
- Anonymous
- Location
- Bristol
- Salary
- 40000.00 - 45000.00 GBP Annual
- Posted
- 08 Dec 2017
- Closes
- 02 Jan 2018
- Sectors
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
The role of the SeniorParaPlanner will be to provide special advice, providing clarification and direction on the more technical points.
If you are a proven Paraplanner looking for a challenge this position offers genuine progression prospects.
Key Responsibilities:
Attending client meetings with Financial Planners as required.
Supporting the Financial Planners in research and analysis to meet Client needs and objectives
Supporting the Financial Planners in preparing Client financial plans and suitability reports
Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
Managing and reporting technical Management Information
Managing the research and analysis of financial products to meet Client requirements
Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
Candidate Profile
Level 4 Diploma ideally working towards level 6 Chartered
Keen to be part of a progressive company with ambitious growth plans
Knowledge surrounding pension and retirement vehicles
SIP and SAS will also be advantageous
Ability to provide Technical VAT advice
Benefits and Conditions
Development supported and encouraged
This position offers the chance for real development within an exciting and growing specialist, a more detailed conversation is the only way to represent the position adequately. Please call and speak with Jo Howell
If you are a proven Paraplanner looking for a challenge this position offers genuine progression prospects.
Key Responsibilities:
Attending client meetings with Financial Planners as required.
Supporting the Financial Planners in research and analysis to meet Client needs and objectives
Supporting the Financial Planners in preparing Client financial plans and suitability reports
Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
Managing and reporting technical Management Information
Managing the research and analysis of financial products to meet Client requirements
Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
Candidate Profile
Level 4 Diploma ideally working towards level 6 Chartered
Keen to be part of a progressive company with ambitious growth plans
Knowledge surrounding pension and retirement vehicles
SIP and SAS will also be advantageous
Ability to provide Technical VAT advice
Benefits and Conditions
Development supported and encouraged
This position offers the chance for real development within an exciting and growing specialist, a more detailed conversation is the only way to represent the position adequately. Please call and speak with Jo Howell