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Paraplanner

Square Peg Associates Ltd
Job LocationBlackburn
EducationNot Mentioned
Salary£30,000 - £32,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

An expanding, modern and privately owned Accountancy Practice in Blackburn is recruiting for a Paraplanner / Report Writer / Senior IFA Administrator due to company growth to work as part of their wealth management team.The Paraplanner / Senior IFA Administrator / Report Writer will be required to support a fast paced and busy team with new and existing businesses. The ideal candidate must come from a professional services environment and have the experience of report writing, investments and pensions and either be in a Paraplanner role currently, or in a Senior IFA Administrator role.Job Description

  • Assist with the preparation of client meetings, e-mails, letters and paperwork; research products, funds and solutions, preparing reports for client meetings, highlight areas requiring attention, process new business, prepare suitability reports.
  • After agreeing a strategy with the Adviser, you will be required to carry out in depth product research, investment fund analysis and the preparation of a full and comprehensive financial report for both individual and corporate clients
  • 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
  • You will need to handle client queries and help service existing clients on a daily basis
  • Administration duties supporting paraplanning and administration team
  • Producing Valuation reports using provider information and back office system
  • Updating back office system with client review data and carrying out adviser instructed post review tasks
  • Reviewing fund performance and checking funds are in line with client’s attitude to risk
  • Producing high volume of Post Review Suitability Reports from templates
  • Submission of new business applications and processing fund switches
  • 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
  • Assist the Compliance Office in maintaining appropriate systems and controls, and comply with the firm’s internal compliance procedures.
    • The ideal Paraplanner will have XPlan experience and will have a certificate in financial services.If this role sounds ideal for you, then please apply at Square Peg Associates today! Required skills
  • Paraplanning
  • Wealth Management

    • Keyskills :
    Paraplanning Wealth Management

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