Paraplanner – Chartered IFA in Bridgwater
Salary
c28k
Location
Bridgwater
Job Type
Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
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