Paraplanner

☞ Clear IT Recruitment Ltd

View: 106

Update day: 21-05-2024

Location: Gerrards Cross South East

Category: Finance / Bank / Stock Sales

Industry: Accounting

Position: Entry level

Job type: Full-time

Salary: £35,000 - £45,000

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Job content

An exciting opportunity to be part of an established organisation based in Gerrads Cross, Buckinghamshire.A Chartered IFA firm, my client provides advice in most areas of financial, investment, and retirement planning.Applicants must possess:- A minimum of 2 years’ paraplanner experience
  • CII Level 4 Diploma Qualified, CII Certificate in paraplanning or equivalent
  • Excellent communication skills, drive and ability to demonstrate professionalism.
  • Ambition
    • Duties will include:- Research, analysis and prepare for client meetings.
  • Implement trades via my clients’ platforms and submit new business.
  • Liaison with the pension and investment advisers pre and post client meetings
  • Drafting investment and pension recommendation reports
  • Prepare and drafting client reviews.
  • Demonstrable knowledge to undertake Annual Allowance, Tapered Annual Allowance, carry forward, CGT, IHT calculations etc.
  • Cash flow modelling
  • Attendance at client meetings with Adviser if required.
  • Fund/CIP/CRP research - help with Consumer Duty transitioning processes.
    • Should you have any questions or wish to apply please do not hesitate to contact Clear Legal Recruitment Limited.Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful
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    Deadline: 05-07-2024

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