Paraplanner
We are currently looking for a Paraplanner to join our clients, a highly successful independent practice in the Bury St Edmunds area. Our clients are ideally seeking an experienced Paraplanner, however, they would also consider a strong Financial Administrator looking to progress Our clients offer excellent career progression in a professional and friendly working environment. The successful candidate will need to have experience in providing technical support in a Financial Planning firm. The successful Paraplanner will be offered: Basic Salary up to £40,000, dependent on experience22 days holiday + bank holidaysDeath in service To be considered for the Paraplanner role, you must have: Previous experience working within an IFA practiceOrganised and methodical with excellent attention to detailAbility to prioritise, meet targets and deadlinesEffective communication skills both written and verbalStrong analytical and numerical skillsStrong IT skills, specifically in Microsoft Word, Excel and Outlook Responsibilities for the role of Paraplanner: Preparing analysis of the client''s existing portfolioProvision of technical support to AdvisersCompleting calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, PensionWorking closely with the Adviser to research and formulate appropriate advicePreparation of Recommendation Reports and supplementary documentationAdherence to compliance procedures, core values and high standards of client serviceRegular liaison ..... full job details .....
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