Paraplanner

Recruiter
Beacon Plus
Location
Worthing
Salary
From £35,000 to £45,000 per annum + Excellent Benefits
Posted
16 May 2019
Closes
20 May 2019
Sector
Accountancy
Paraplanner - Based in Worthing, West Sussex, my client is an established IFA with a combined experience of over 40 years and has secured a reputation for providing timely and valued financial planning advice to corporate and private individuals, ensuring the development of creative, innovative and personal solutions. Due to continued growth they are currently seeking an experienced Paraplanner to join their small and friendly team. This is an excellent opportunity to join a local company that will offer highly competitive rewards and benefits coupled with a friendly working environment and the opportunity to progress. Duties · Conduct high quality research on a range of financial planning products · Compile bespoke reports that are specifically tailored towards the client's requirements · Write detailed recommendation and strategy reports which will result in specific recommendations to be passed onto the Adviser · Obtain information on clients' existing financial arrangements and conducting gap analysis · Keep up to date with any new products and developments About You You will be an experienced Paraplanner with a background in a similar role based within an IFA and will ideally hold a Level 4 diploma in Financial Planning. · Minimum of 3 years’ experience as a Paraplanner within an IFA firm · Have experience writing bespoke valuation reports and suitability letters and producing high-level research · Experience in submitting and processing new business · Strong technical knowledge of pensions, life and investment products · A keen eye for detail and administrative experience · Strong working knowledge of pre and post retirement planning products · A good knowledge of all retail investment products Benefits · Competitive Salary of £35K - £45K (DOE) · Flexible approach to working hours – 9.00am – 5.00pm or 8.30am – 4.30pm · 5% Pension · Negotiable annual leave Can all applicants please apply attaching an up to date CV in Word format. This job was originally posted as www.totaljobs.com/job/86502477

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