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| Title: | Paraplanner (VR/04679) |
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| Date Posted: | 30th November 2016 |
| Salary/Rate: | £25,000 - £30,000 per annum |
| Location: | Peterborough |
| Type: | Permanent |
| Contact: | Sally |
| Description: | Paraplanner - Peterborough - £25,000 - £30,000 pa
We are currently working with a leading financial services provider offering service to both private clients and businesses on a national basis. Based in the centre of Peterborough, our client has an exciting new opportunity for an FSA qualified Paraplanner to offer excellent administration whilst working very closely with the advisors.
Duties
• Preparing Suitability Reports/Letters for investment, pension and protection business.
• Producing compliant and accurate investment and pension reports using Financial Express/Analytics and other websites.
• Maintenance of general investment documents and updating of client database for use by whole company.
• Research and report writing
• General administrative duties including liaison with clients and product providers to obtain information to prepare reports.
• Prioritising and managing workload working in a small team of 5 Administrators and 5 Advisers plus 2 Directors.
• Flexible, positive attitude
• Methodical and analytic work ethic
• Previous experience working within an IFA practice is preferable but a newly qualified Paraplanner will also be considered in a trainee capacity.
• Excellent level of product knowledge, preferably full CII Diploma or above and willingness to further develop knowledge and qualifications.
• Excellent IT and communication skills.
• Experience of using Iress Adviser Office would be advantage.
Office hours are Monday-Friday 9am-5.30pm with one hour lunch
20 days holiday to start, rising by 1 day each year to maximum of 25 days
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