Paraplanner- Private Client

JWS Resources Ltd
From £25,000 to £30,000 per annum
13 Jul 2017
19 Jul 2017
Position: Paraplanner- Private Client Location: Exeter Salary: £25,000 - £30,000 Our client, an award winning business are seeking a Paraplanner to join their team. They are seeking a proactive, self-motivated individual to provide Financial Planners with workflow management and technical support. The role will involve constructing appropriate solutions for clients and making recommendations in conjunction with the Financial Planner as well as preparations for client meetings, drafting written communications and liaison with clients on advice matters and transactions. Qualifications & skills: • Dip PFS or working towards • Minimum of 3 years’ experience in a similar role or environment • Understanding and working knowledge of; Personal taxation & tax fundamentals, taxation of investments, investment products, protection products, retirement products, Trust & Wills • Highly organised and able to meet deadlines • Excellent organisational skills • Good numeracy and verbal reasoning skills • Experience of using 1st software and maintaining accurate client records Key duties include: • Manage and prioritise client work for Financial Planners • Technical research to meet the client’s needs • Production of compliant suitability reports • Provision of technical support to dedicated Financial Planner • Processing client queries • Management of client reviews and maturities • Performing any other tasks required as delegated by the Financial Planner This job was originally posted as

More jobs like this