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Paraplanner - homebased

  • Salary: £40000 - £40000
  • Ref: JH2104

My client is seeking an Experienced Paraplanner to join a growing team supporting a regional South West financial planning business. Established for over 18 years they provide financial planning services to a wide client base with a mixed port folio.

Paraplanner - homebased responsibilities include...

  • Suitability reports and letter writing
  • Pension reviews and recommendations group and sweep schemes
  • Investment reviews and recommendations
  • Adhoc tax work
  • Annuity reviews and recommendations
  • Annual drawdown reports
  • Preparation of documents for client meetings.

Paraplanner - homebased requirements include...

Regulatory Requirements

  • Knowledge of money laundering regulations
  • Awareness of terms of business, FCA compliance, know your client, key FCA messages.

Desirable Experience/Quals

  • Qualified level 4 or close to level 4 CII
  • Potential to work towards chartered status CII
  • Intelligent Office and Durell

Benefits

Working in a team environment. You will be Paraplanning for the team of 4 IFA Advisors you work alongside. Will include if wished study support for CII exams. Working week of 37.5 hours. Pension contribution of 4.5%, PMI, 20 days holiday plus bank holidays.

If you would like to know more about the opportunity, please send your CV details to [email protected] or call Jo Howell on 01392 413577 for a confidential chat

Consultant contact