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. 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;
General Investment Accounts
Pensions inc SIPPs & SSASs
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.