Paraplanner - Sheffield

Finance
Ref: 159 Date Posted: Tuesday 12 Nov 2019
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Are you in a trainee/junior paraplanning position and looking to take the next step in the development of your career?

As a PARAPLANNER you will provide technical and research support to the financial planners and will be an important client liaison within the team.

Responsibilities:

  • Prepare summary of recommendations for administrators to prepare the client pack

  • Liaise with administrators and planners on any required amendments

  • Product Research using calculations such as carry forward, CGT, IHT and bond calculations

  • Prepare research on existing investment and pension funds using appropriate research tools

  • Prepare replacement contracts report for Financial Planner to review prior to suitability

  • Work with the paraplanning team to improve efficiencies

 

Skills:

  • You should be diploma qualified or have begun working towards this.

  • Experience of providing technical support within an IFA firm

  • Experience using Intelligent office would be advantageous

  • Ability to build relationships with consultants/professional introducers and ensure an effective relationships are maintained

 

To learn more about this and other roles get in touch today or click apply and we'll be in touch.

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