IRC has been retained to recruit an experienced Paraplanner on behalf of our client, our privately owned firm of Independent Financial Advisers based in Honiton, Devon.
We are looking for a Paraplanner with a minimum of 2 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;
·General Investment Accounts
·Pensions inc SIPPs & SSASs
·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
·Monthly Investment Statistics & Monitoring
·Due Diligence of Providers, Products & New Technology
·Highlight opportunities to the Adviser
Salary £25-£30K + Benefits
If you are looking to further your career with a local firm that will invest in your future development then please apply today.