Paraplanner

ParaPlanner

Our clients are a highly regarded Independent Chartered Wealth Management business based in Southport. Over 18 years’ experience provides clients with the knowledge that their future is in safe hands.

Due to ongoing success require additional people to join the team.

Qualified Paraplanner or part Qualified. Excellent salary.

Ideally you will have attained Diploma level in Financial Services and are willing to study for the Chartered qualification. You will be responsible for producing suitability reports and must have knowledge of pensions and investments and have knowledge of FE Analytics and Intelligent Office.

This is a great opportunity, working in a dynamic environment where you will be provided with any necessary training.

Duties to Include

- Preparing Cashflow Models and Annuity Quotes for Paraplanner to include in Suitability Reports, using software such as CashCalc and Iress.

- Producing Research Reports.

- Analysis of existing and recommended investment strategies to include in Suitability Reports.

- Preparing and sending client Income Drawdown Review Reports.

- Telephoning companies for existing product details

- Answering the telephone and handling queries or ensuring they are dealt with by the appropriate person

- Other General Administration

- Building strong working relationships with clients and colleagues.

- They are a fun team and offer a brilliant working environment.

- There are long term career progression opportunities as well as ongoing qualifications and incentives

Salary - £neg based upon relevant experience