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Paraplanner

Anthony Alexandra
Job LocationLondon
EducationNot Mentioned
Salary£40,000 - £50,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

A well respected Independent Financial Advisors, with a very strong brand presence, and the ability to attract and retain the best clients requires an experienced Career Paraplanner. The role will involve supporting experienced Financial Advisers specialising in Pensions & Investments. Ideally you must have an in-depth knowledge of the market place and be very experienced in the research of technical products.This is an outstanding opportunity for a highly competent and well qualified Paraplanner to progress within an established IFA. The suitable candidate would have the following skills/ attributes:

  • Level 4 Diploma qualified for working towards achieving
  • 2 - 3 years minimum paraplanning experience
  • Good general knowledge of all investment, life and pensions products and legislation
    • The successful candidate will be responsible for:
  • Supporting experienced Financial Advisers
  • Completing Suitability Reports
  • Researching suitable products for and compiling the relevant documentation in preparation for the Advisers
  • Investment fund analysis
  • Utilising online systems and developing knowledge to aid in the processing of business
  • Maintain the workflow in the department, providing a timely and accurate service to the consultant
    • You will be rewarded with a competitive starting salary of up to together with a range of company benefits.Thank you for showing your interest in Anthony Alexandra and please contact us at your earliest convenience as we are arranging interviews shortly. If this role does not suit you, please contact us for alternative vacancies.Anthony Alexandra Associates specialises in Financial Services and Insurance recruitment focusing on Pensions, Employee Benefits, IFA, Investments, Mortgages, Actuarial, Broking, Claims, Loss Adjusting and Underwriting within Commercial and Personal Lines markets. With a proven track record and established Permanent, Temporary and Contract divisions.KEYWORDSIFA Administrator / IFA Sales Support / Pensions / Investments / Protection / IFA / Financial Planning / Wealth Planning / Asset Management / Wealth Management / Paraplanning / New Business / Letters of Authority / Valuations / Diploma / DipFA / Client Services / Intelligent office / Adviser office / Avelo / x-plan / Iress / Admin Required skills
  • Paraplanning
  • investment
  • pension
  • suitability letters
  • financial planners

    • Keyskills :
    Paraplanning investment pension suitability letters financial planners

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