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Paraplanner

Location:
Macclesfield
Company:
TEMPLEGATE RECRUITMENT LIMITED

Description

TEMPLEGATE RECRUITMENT

Financial Services Specialist Recruiters

Job Title: Paraplanner

Location: Cheshire

Benefits: Competitive salary, Pension, Holiday and flexible working hours Part Time or Full Time

Salary: Salary is all depending on qualifications and experience

About the Company:

Our Client is seeking an experienced paraplanner to provide support to a few Financial Planners in their Cheshire practice.

This is an opportunity for a committed individual to join our clients growing firm which advises across a broad range of financial services products.

What Your Day to Day Duties Will Include:

  • Writing Bespoke Technical Suitability Reports (Investment and Pension) and fund switch letters in line with company procedures and tasks
  • Attending Client Meetings
  • Asset Allocation and Model Portfolio set-up & Management
  • 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

What is Needed to Be Considered:

  • Experienced Technical Paraplanner Level 4 / Diploma Qualified
  • Previous experience working for an Independent Financial Advisers
  • Be able to write bespoke technical reports
  • 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
  • Manage own workflows and work well in a team

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.


This job was originally posted as www.totaljobs.com/job/90631804
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