Paraplanner
- Recruiter
- Anonymous
- Location
- Durham
- Salary
- 35 hr wk, pension, DIS, 25 days ho
- Posted
- 07 Sep 2018
- Closes
- 05 Oct 2018
- Sectors
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
Role
Due to continued growth, our Client, a successful IFA firm, has an immediate requirement for an experienced Paraplanner.
Working from offices in Darlington, you'll be part of a team supporting two high-producing Advisers. Responsibilities will include:-
?? Liaison with Adviser to gain an understanding of client objectives
?? Conduct research for various products across pensions, investments, protection, IHT planning and additional tax planning including CGT, Chargeable Gains
?? Preparation of draft suitability reports, using relevant report writing systems
?? Complete pre-sale compliance sign off requests for pension switching, replacement plans etc.
?? Use research tools and back office systems including Intelligent Office, Dynamic Planner, Defaqto
?? Use Provider website tools and calculators
Qualifications
DipFA (part-qualified candidates will be considered), or equivalent
Candidate Requirements
Interested candidates must have previous experience in paraplanning. You must have sound technical knowledge, a diligent approach and meticulous attention to detail. Exposure to all areas of Financial Planning is a pre-requisite along with experience of using various back office systems
Due to continued growth, our Client, a successful IFA firm, has an immediate requirement for an experienced Paraplanner.
Working from offices in Darlington, you'll be part of a team supporting two high-producing Advisers. Responsibilities will include:-
?? Liaison with Adviser to gain an understanding of client objectives
?? Conduct research for various products across pensions, investments, protection, IHT planning and additional tax planning including CGT, Chargeable Gains
?? Preparation of draft suitability reports, using relevant report writing systems
?? Complete pre-sale compliance sign off requests for pension switching, replacement plans etc.
?? Use research tools and back office systems including Intelligent Office, Dynamic Planner, Defaqto
?? Use Provider website tools and calculators
Qualifications
DipFA (part-qualified candidates will be considered), or equivalent
Candidate Requirements
Interested candidates must have previous experience in paraplanning. You must have sound technical knowledge, a diligent approach and meticulous attention to detail. Exposure to all areas of Financial Planning is a pre-requisite along with experience of using various back office systems