Paraplanner to Advisor
Posted on Jul 4, 2019 by CV-Library
The successful candidate will receive a competitive package and great holiday entitlement. You will be DipPFS qualified and ideally working towards chartered level, and already have experience in dealing with pensions, investments and protection products.
The main responsibilities of this role include:
Providing full support to the IFA's working on various products including investments, pension and protection products.
Producing accurate and efficient reports and administration of both paper and system based records.
Analysing portfolios and fund selection for clients alongside fund reviews and recommendations where required.
The accurate maintenance of client reports and the production of planning reports.
Communicating with IFA's on a regular basis, to gather sufficient information on client cases, and updating on all case progress.
Production of planning reports and quarterly product/fund research reports, working with the IFA's at quarterly meetings.
Preparing complex financial planning reports in multiple financial planning areas.
Providing in-depth knowledge of the products and services on offer and any regulatory or taxation rules which can affect the advice and to utilise continued professional development to keep your knowledge current.
For this great opportunity please apply now with an up to date CV