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Paraplanner

Job LocationBlackburn
EducationNot Mentioned
Salary£30,000 - £35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

** BRAND NEW JOB OPPORTUNITY AVAILABLE **** PARAPLANNER **** LOCATION: BLACKBURN **** SALARY: £30,000 - £35,000 **Candidates applying for the role should offer the Level 4 Diploma in Regulated Financial Planning, or be close to achieving this. Have 2+ years’ experience in a Paraplanning role, along with experience in Report writing; research; Investments, Pensions and Protections. Ideally you will have system knowledge of XPlan or Adviser Office.Daily duties will consist of;

  • Support our advisers in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of wealth management - planning, tax mitigation, investment strategy and asset protection
  • Researching products, funds and solutions
  • Experience in dealing with Defined Benefit’s transfers, Pension Switches, Group Pensions, Cashflows, Pension Planning and Investment
  • Preparing reports for client meetings
  • Process new business
  • Prepare suitability reports
  • Assist the compliance officer in maintaining appropriate systems and controls, including compliance projects and presale file checking.
  • You will be familiar with the use of recognised software applications, and should have excellent verbal and written communication skills. Experience of dealing with high volumes of work, suitability report writing, research and producing financial planning recommendations.

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