Paraplanner

  • Job Reference: 652
  • Date Posted: 27 October 2020
  • Recruiter: IRC
  • Location: Shrewsbury, Shropshire
  • Salary: £25,000 to £30,000
  • Sector: Paraplanning
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

IRC is recruiting an experienced Paraplanner on behalf of our client, our privately owned firm of Independent Financial Advisers based in Shrewsbury, Shropshire.
 
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;
  • 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
 
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.