Job Reference: AS50524
Job Duration:
Start date:
Description:
Paraplanner Role - Independent Financial Adviser - Broxbourne - up to c£40k base + bonus - 25 days holiday + bank holidays
About the company:
This small butsuccessful firm have been operating since 1990 and, after over three decades of steady growth and development, the company nowmanages and advises on client assets in the region of £291m.
They pride themselves on careful, organic growth and have neverhad to advertise, buy client banks or establish arrangements with other professionals to see success. New clients come in almostexclusively from recommendation from existing clients. This allows them to manage their client base with the greatest care andattention.
Due to being more than 50% owned by its employees, this company sees great motivation to provide the best long term care to its employees and an extremely low staff turnover.
Overview of the Paraplanner role:
* To provide support to advisers in completing non-client facing tasks
* Preparing and administrating any recommendations being made to a client including but not limited to, the completion of replacement forms, preparation of illustrations and provider/product research
* Respond to non-advice related client queries
* Keep up to date with all relevant products, legislative and technical changes
* Processing the sale and purchase of collectives, shares, bonds and investment trusts, across various platforms for both discretionary and advisory clients
* Back office software maintenance
Attributes and experience required:
* Experience working ina support function (Paraplanner or IFA Administrator) within a Financial Planning setting
* Excellent written and oral communication skills
* Holding or working towards CII Diploma in Regulated Financial Planning (or equivalent) advantageous
* Proficient in Word, Excel and Outlook - knowledge of Iress' back office system XPlan would be ideal
* Good all-round general knowledge of all technical aspects of financial services and the various products available
* Strong numeracy skills and high attention to detail
If you are an experience Paraplanner or IFA Administrator and want some more information, please apply today orcontact Anna at Jenrick Commercial.
Industry: Financial Services
Salary: £30000 - £40000 per annum
Salary Benefits:
Vacancy Type: Permanent
Job Skills: -
Contact Name: Anna Stevenson
Website: -
Direct Application URL: -