Paraplanner Diploma Qualified job in Bristol at Monster UK

Paraplanner (Diploma qualified)

Company: Monster UK

Location: Bristol UK

Date Posted:May 19, 2017

Paraplanner - Diploma qualified£30k - £45k (DOE) + Annual Bonus + BenefitsBRISTOL OUTSKIRTS (PARKING)A superb opportunity exists to join a well established and successful IFA firm as a Paraplanner to provide technical and administration support to their Consultants and provide a first class back office function to clients;Day to day you will be responsible for the following;v  Pre-meeting preparation and compilation of client informationv  Completion of meeting notes and fact finds where appropriatev  Investment researchv  Risk profiling and portfolio constructionv  Asset allocationv  Carry out product research and selection obtaining relevant KFI’sv  Collect all relevant data and analysis accordinglyv  Provide full compliance supportv  Full case management following sign ups, extensive liaison with admin dept’s, insurance companies, clients and consultants as appropriatev  Attend client meetings as and when requiredThe successful candidate will ideally possess the “Diploma” in Financial Services, and have technical knowledge and experience of Offshore bonds, Collective holdings, Trusts, SIPP’s, DFM, Investment platforms, pension switching, benefit crystallisation and inheritance tax planning.  You will be professional, passionate about the industry, and be highly motivated with a desire to succeed.  You will be able to work under pressure, show excellent attention to detail and has personal pride producing high quality work.You MUST be level 4 Diploma qualified working towards chartered status and have a minimum of 3 years’ experience within the financial services sector ideally gained within an IFA practice.   View full job description
JobCentre Plus 2 years ago
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