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