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Paraplanner

Anthony Alexandra
Job LocationMuswell Hill
EducationNot Mentioned
Salary£35,000 - £40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

A high-profile Independent Financial Advisory practice is currently seeking an experienced Technical Paraplanner to join their firm. The successful Paraplanner will be offered a great opportunity to join a business that believes in nurturing your career, valuing your commitment and rewarding you with attractive employee benefits package.Responsibilities include:

  • Client meetings with Financial Advisers
  • Writing suitability reports
  • Regular meetings with experienced Financial Advisers, keeping abreast of new business
  • Undertaking research, understanding which products are suitable for each clients
  • Working and supporting the Financial Advisers where necessary including building cashflow models
  • Managing fund switches on clients pensions and investments
  • Working with the Compliance and Operational teams
    • Candidates to be shortlisted will have the following:
  • 2- 5 years’ experience working within an IFA environment
  • Achieved Level 4 Diploma in Regulated Financial Planning
  • Good knowledge of all Investments, Pensions and Protection products
  • Knowledge of X-Plan, Iress or Voyant would be an advantage
    • If you are interested in this Paraplanner role and have the relevant experience, then apply now to secure an interview with our client.Thank you for showing your interest in Anthony Alexandra and please contact us at your earliest convenience. 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. Required skills
  • Paraplanning
  • IFA
  • pensions
  • investments
  • suitability reports

    • Keyskills :
    Paraplanning IFA pensions investments suitability repts

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