Paraplanner

  • Job Reference: 642
  • Date Posted: 19 October 2020
  • Recruiter: IRC
  • Location: Warwick, Warwickshire
  • Salary: £25,000 to £32,000
  • 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, a privately owned firm of Independent Financial Advisers. Due to the location of staff members we will consider applications from candidates based in West Yorkshire of Warwickshire. This a work from home vacancy.

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 Meetings
·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

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