Paraplanner

  • Job Reference: 415
  • Date Posted: 18 November 2020
  • Recruiter: IRC
  • Location: Altrincham, Greater Manchester
  • Salary: £30,000 to £40,000
  • Sector: Paraplanning
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

IRC is currently recruiting for an experienced Paraplanner  on behalf of our client, our privately owned firm of Independent Financial Advisers based in Altrincham, Cheshire.

We are looking for a Paraplanner with a minimum of 3 years on the job experience that is ideally diploma qualified.

Required skills/ experience:

  • ··Experienced Technical Paraplanner
  • ··Level 4 / Diploma Qualified
  • ··Previous experience working for an Independent Financial Advisers
  • ··Must be able to write bespoke technical reports
  • ··Must be presentable

Must be competent in the knowledge of;

  • Investments
  • Onshore/Offshore Bonds
  • ISAs
  • General Investment Accounts
  • Pensions inc SIPPs & SSASs
  • Life Assurance
  • Model Portfolios
  • IHT / Tax Planning

Duties will Include:

  • Attending Client Meeting
  • Asset Allocation and Model Portfolio set-up & Management
  • Writing Bespoke Technical Suitability Reports
  • Ensuring all research and relevant information is on file to meet compliance
  • Member of the Investment Committee
  • Monthly Investment Statistics & Monitoring
  • Due Diligence of Providers, Products & New Technology
  • Highlight opportunities to the Adviser
  • Gabrielle Reporting

Salary £30-40K + Benefits

If you are looking to further your career with a local firm that will invest in your future development then please apply today