Paraplanner
- Recruiter
- Hays
- Location
- Winchester
- Salary
- 40000.00 - 50000.00 GBP Annual
- Posted
- 20 Oct 2020
- Closes
- 13 Nov 2020
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Leading Investment and Wealth Management listed company looking for Paraplanner in Winchester
Your new company
My client is a leading Investment and Wealth Management listed company managing over GBP50 Billions in UK.
Your new role
- Creating and delivering high quality advice and service to client
- Accompany the Financial Planner to client meetings, prepare meeting notes and conduct research required to deliver advice and reviews for the clients
- Work with Financial Planner and all stakeholders to enable delivery of the income objectives for the team
- Brief the Financial Planner on individual client issues to be discussed at meetings
- Contact clients to obtain data or clarify issues
- Proactively work with the Paraplanning Manager and team colleagues to ensure best practice ideas are shared amongst the team
- To highlight any improvements to processes, templates and tools to the Paraplanning Manager ensure that they are consistently improving the delivery of excellent client advice
- Proactively and continually expand one's knowledge by investigating new developments in the tax, legal and planning world
What you'll need to succeed
- CII Diploma in Financial Planning or equivalent
- MS Office Systems
- Pension products
- Bonds, on and offshore
- Protection including WOL
- Use of Trusts
- EIS/VCT/BPR
- The tax regime - I +IT, CGT, Income Regime and how it would impact each client
What you'll get in return
Excellent company culture and reputable name. Budget: up to 50k depends on experiences
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
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