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| Title: | Paraplanner / Trainee Paraplanner (VR/05215) |
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| Date Posted: | 22nd May 2017 |
| Salary/Rate: | £23,000 - £30,000 pa |
| Location: | Peterborough |
| Type: | Permanent |
| Contact: | Sally |
| Description: | For: Paraplanner/ Trainee Paraplanner, Peterborough, £23,000-£30,000
Meyer Scott Ref: VR/05215
We are currently working with a leading financial services provider offering service to both private clients and businesses on a national basis. Our client has an exciting new opportunity for an FSA qualified Paraplanner or Trainee 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.
• 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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