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Technical Paraplanner

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Salary Competitive
Type Permanent
Location Liverpool
Sector Wealth & Asset Management
Job Reference UK02/MAS/28029
Contact Mark Singleton
Date posted 07-02-2018

Technical Paraplanner - St Helens

The Opportunity

This is a fantastic position for an experienced paraplanner to join a small well established but growing firm that can offer genuine career development by having such a broad proposition on offer.
You will part of a technical team and be actively involved in the back-office process as a key member of our back office team.
What’s needed for me to be considered?

• Qualified to level 4 and working towards level 6 diploma
• Previous experience within the IFA practices and Paraplanning is essential
• Understanding of FCA regulations and products, and their practical application
• Effective communication, both written and verbal
• Have a professional, proactive and positive attitude
• Assessing of files following client meetings
• Establish client objectives
• Liaise with Advisers, Administrators and Managers
• Production of quality, accurate, compliant letters, analysis, reports and summary sheets
• Ability to carry out BCA, Lifetime Allowance, Cash Flow and Tax calculations is a prerequisite
• Excellent report writing skills
• Working knowledge of O&M systems an advantage as well as various platform providers
• Ability to carry out analysis on investment and pension portfolios
• Working knowledge of True Potential is also an advantage

As a Paraplanner you must be Level 4 Qualified or be very close to achieving this status, will have a number of years’ experience working in a wealth management or IFA environment as a Paraplanner. A good working knowledge of compliance procedures is essential and a compliance background is definitely an advantage.
Salary is negotiable for the right candidate.

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Contact Mark about this job

VP, Consultant