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Paraplanner

Job Title: Paraplanner
Contract Type: Permanent
Location: Dorking, Surrey
Industry:
Salary: £40000 - £50000 per annum
Start Date: ASAP
Reference: 10163/001_1496766069
Contact Name: Harriet Bradfield
Contact Email: harrietbradfield@srmrecruitment.com
Job Published: June 06, 2017 17:21

Job Description

My client is a successful and established IFA firm in Dorking, seeking a Paraplanner to support the Financial Planner in advising Clients on financial strategies, plans and products.

Responsibilities will include:

  • Supporting the Financial Planner in research and analysis, and preparing Client Financial Plans and Advice Reports
  • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
  • Continuous professional development to meet regulatory requirements and personal development needs
  • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
  • Managing and supporting the Technical Administrator
  • Technical aspects of preparing for Client meetings including overseeing collation of financial data from third parties, analysis, compiling reports etc.
  • Assisting the Financial Planner with Client presentations and any other activities as agreed with the Financial Planner
  • Individual workflow and task delivery
  • Assisting the Technical Manager with annual technical reviews of services and products

The ideal candidate will have:

  • Experience in Pensions, including Final Salary Pension Transfer and Defined Benefit Pensions
  • Ability to read and understand Scheme Reports and Accounts
  • High standard of competency and knowledge of IT systems and software (Microsoft Word & Excel)
  • Strong knowledge of research and provider systems
  • Excellent letter writing and grammar; ability to use simple English language

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