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Paraplanner

Posted by Burton_recruitment_limited-cv_library on 06/11/2018
Postcode
Company name Burton Recruitment Limited
Category Accounting
Contract Permanent
Full/Part time Full time
Salary £ 25000 - £30000/annum
Description
Senior Paraplanner

Due to continued expansion our client is urgently recruiting a qualified, experienced and proactive Senior Paraplanner to complement their Private Wealth department on a permanent basis.

Reporting directly to the Senior Manager, you will be supporting their most successful and well respected Private Wealth IFAs in achieving their objectives. Key responsibilities will include;

* Researching, analysing and compiling Financial Planning Reports

* Handling existing client queries wherever possible

* Providing research for Asset Allocation on a client’s existing portfolio

* Prospecting new clients, qualifying leads and enquiries to ensure business targets are achieved.

* Servicing existing clients by providing valuations and portfolio updates as and when required.

* Quantifying and analysing clients existing investments. This will incorporate:

*

* Financial Plan Statements (including Cash flow analysis)

* Tax Planning Analysis

* Risk Modelling

* Investment Planning and Analysis

* Pension Forecasts and Illustrations

* Ad-hoc projects and tasks as and when necessary

* To develop professionally and achieve high levels of technical knowledge and sales skills

The successful candidate will possess a minimum of three years within a comparable role with relevant CII qualifications, a basic knowledge of regulatory requirements and be educated to degree level or equivalent. A DB background/knowledge and G60/AF3 would be advantageous.

In addition, you will demonstrate excellent personal organisational and administrative skills with a proven ability to excel in a high-pressured environment whilst consistently meeting deadlines. Previous experience of selling within a Financial Services environment is essential.

This is a fantastic opportunity to join a well established and reputable firm with a highly competitive remunerations package including a range of benefits

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