Paraplanner required to work for an IFA in Somerset.
A reputable employer in Shepton Mallet are now seeking a proactive, self motivated experienced and qualified Para Planner, to support one of the senior management team leading a professional, highly qualified team of IFA's.
Key responsibilities will include the preparation of detailed reports and the servicing of prospective, new clients on all aspects of financial planning.
Key duties include will include:
* Manage and prioritise your Consultant's client work
* Carryout technical research to meet the clients needs
* Produce compliant suitability reports
* Provide technical support to dedicated Consultant
* Process client queries
* Manage client reviews and maturities
* Maintain Consultant's WIP record
* Performing any other tasks required as delegated by the Consultant
In return for hard work and effort, a salary of between £20,000 and £27,000 will be on offer.
To be considered for this role applicants must have current or recent extensive experience as a Paraplanner working within an IFA practice with ideally Dip PFS or be working towards this. Applicants must have an understanding and working knowledge of personal taxation & tax fundamentals, taxation of investments, Investments products, protection products, retirement products and Trust & Wills. You will have excellent organisational skills, the ability to work under pressure and to deadlines and excellent interpersonal skills with experience of using 1st software and maintaining accurate client records.
