Recruit UK

Paraplanner – Chartered IFA in Bridgwater

RecruitukLtd Salary: c£28k

If you are an experienced Paraplanner who holds the level 4 financial diploma or is very close to obtaining the level 4, and has at least 2 years’ experience of working in a similar role within an IFA and you are experienced within Pensions, Investments and IHT then we would like to discuss with you a new and exciting position that has become available with one of our Chartered IFA clients.

You will be expected to support one Adviser directly and will act as their PA, however all administration tasks will be completed by the administrator assigned to your team. Other duties will include:

  • Preparing compliant, technical suitability reports and financial reports detailing the consultant’s recommendations for the client
  • Managing client annual reviews
  • Carrying out technical research and analysing data collected on behalf of clients
  • Accurately invest client money as per consultants recommendations post client meetings
  • Liaising with clients post meetings and answering technical queries
  • Identifying investments/tax saving opportunities for clients
  • Managing and prioritising your consultants work
  • Evaluating investment portfolios with your consultant

Along with these tasks, you will also be encouraged to work on various projects, to add value to the team, develop your skills further and have a sense of ownership within the firm.

Ideally as an experienced paraplanner, you will have back office system knowledge, be conversant in IT and Microsoft Programmes and be capable of working under pressure to strict deadlines. Above all, it is imperative that you are highly client focused with an excellent telephone manner and presentable appearance.

This is a great opportunity to advance your career in paraplanning and wealth management and this dynamic company will support you in achieving your goals. Salary on offer is £28k+, with the chance to increase this to £35k depending on skills and experience.

Contact Louise Bibb at Recruit UK to discuss this NEW role and quote reference 2778.

 

 

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