Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Paraplanner

Heat Recruitment
Job LocationCardiff
EducationNot Mentioned
Salary32,000 - 40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Paraplanner/ Remote/ Flexible/ Senior Paraplanner/ Report Writer/ IFA/ Adviser Support/ Senior IFA AdministratorWe are working with a national IFA with over 90 advisers across the country who are looking to take on a Paraplanner to conduct report writing, research and technical support.The head office is in Hereford and you would need to come in for training however the role is fully remote with flexible hours.As a Paraplanner your key responsibilities will include:

  • To log and manage paraplanning requests from advisers.
  • To provide paraplanning support for basic and complex new business such as; individual protection, business protection, Investment contributions and replacement business, pension contributions, pension drawdown and esoteric investments.
  • To provide paraplanning support in specialist advice areas as defined by qualifications.
  • To assist Pension Switch Team as needed.
  • To ensure the adviser has sufficient know your client information recorded within the back-office system, including fact find, objectives and rationale, attitude to risk, investment objectives and existing plan information.
  • To liaise with advisers where information is incomplete or unclear.
  • To conduct provider and fund research as required, including risk scoring existing and proposed investments, past performance and charges information (using Dynamic Planner & FE Analytics).
  • To produce quotes/illustrations using provider sites, Assureweb & IRESS.
  • To prepare cash flow modelling forecasts in line with group cashflow guidance.
  • To draft suitability reports based on fact find information, file notes and research.
  • To seek approval from the adviser and finalise suitability reports, including remedial work as specified by the file checking team.
What in it for you
  • Competitive Salary
  • Fully remote and flexible working hours
  • Sponsorship for financial planning exams
  • Progression Opportunities
What nextApply today to be considered for the Paraplanner role. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identifyyour specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.Paraplanner/ Remote/ Flexible/ Senior Paraplanner/ Report Writer/ IFA/ Adviser Support/ Senior IFA Administrator

Keyskills :
Financial ServicesParaplanningReport WritingTechnical SupportIndependent Financial Advice

APPLY NOW

Paraplanner Related Jobs

© 2019 Naukrijobs All Rights Reserved