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Job Location | Castor |
Education | Not Mentioned |
Salary | Salary negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent,full-time |
JOB TITLE: Para Planner Level 4 QualifiedLOCATION: StamfordSALARY: £30,000 - £33,000 Dependent of experience MUST HAVES: You will have Level 4 Para Planning Qualification and min 2 years experienceWorking Hours: 9:00 - 17:00 - Remote Working AvailableThe COMPANYThe client is a large and successful IFA business that has been establish for over ten years. They offer Independent financial advice to clients across the midlands and beyond. The client is looking for a senior Para Planner with experience in the role to joina friendly and close team. The ROLE The successful Para Planner will be required to: *Support individual IFAs work from beginning to end*Provide high end technical paraplanning training and support to the financial advisers *Provide support to a dedicated IFA*You may be asked to provide general assistance to the Directors/Managers*Carry out financial analysis and draft recommendation reports/letters for review and sign off by the advisers *Prepare and compile financial analysis and reports*Ensure that all compliance and regulatory standards are met and report any breach to the Compliance Manager*Ensure that all client requirements are followed through to the appropriate conclusion.*Keep up to date with legislation and maintain an understanding of FCA regulations and guidelines*Develop and maintain all Paraplanning processesThe CANDIDATEOur client is looking for a Para Planner with the following experience: *Retirement Planning *Investments *Mortgage Knowledge*Protection *Estate Planning*Friendly, personable, with the ability to adapt to varying situations*Analytical with a keen eye for detail*Minimum Level 4 paraplanning qualificationALTERNATIVE JOB TITLES: Paraplanner, IFA, Para Planner, Para Planning, Financial Administrator, Finance, Financial Planner, Wealth Management, Financial Planning Specialist, Financial Planning Analyst, Advisory, Client Services Administrator, associate financialanalyst, associate financial planner, Certified financial planner, Certified financial planner (cfp), Chartered financial analyst, Accountant financial analyst, Accounting financial analysis manager
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