Paraplanner – Yeovil
Salary
30K to 35K
Location
Yeovil
Job Type
Full Time
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My Client is a leading Chartered Financial Planning and Chartered Accountancy Firm in the South West. Due to increased business levels and organic growth, my client is looking to partner with a paraplanner where you will be an integral member of their friendly team.
Main duties include;
- Support Financial Planners with technical research and suitability reports.
- Liaising with clients and processing any queries daily.
- Performing ad-hoc tasks when required by Financial Planner.
- Supporting the administration team.
- Management of client reviews and maturities.
- Maintaining confidential information on technical systems.
- Writing suitability letters and preparing literature for client meetings.
- At least 1 years’ experience in a similar Paraplanner or IFA Support role
- Be qualified to the level 4 Financial diploma or on route to obtaining.
- Sound knowledge of investments, protection, trusts and wills, personal taxation.
- Be familiar with 1st advisor software and other programs, including Microsoft office.
- Strong report writing skills.
- Professional and effective communication skills.