Paraplanner - Tunbridge Wells - up to £40,000 doe plus benefits
Alexander Lloyd are currently assisting one of the UK's largest Financial Services companies to recruit for an experienced Paraplanner to join their established team.
The successful candidate will assist advisers in all aspects of providing advice to clients.
Product Research - The technical and practical evaluation of products within the range specified, sharing product information with advisers and paraplanners.
Financial Planning - assist the development and implementation of a strategy that will enable a client to meet financial objectives.
Presentation of Advice - prepare letters, reports and other documents as part of the advice process including reviews.
Meeting Preparation - help advisers prepare for client meetings including the preparation of all relevant paperwork.
Client Reviews - update client records, analyse progress and present information in accordance with our Annual Review Procedures.
Minimum of 3 years' experience as a technical paraplanner within the financial services industry.
Knowledge and experience of personal financial planning, pre and post retirement planning investment funds and asset allocation. Tax treatment of different fund types and product wrappers, investment, pension and annuity products.
Financial planning legislation
FCA compliance requirements
Level 4 DipPFS preferable or working towards.
A good standard of English and Mathematics
Communication skills - both verbal and written
Experience of both bespoke and templated report writing
Ability to obtain, assess and act on information
Highly organised with excellent attention to detail
Good working knowledge of Microsoft Office Word & Excel
Previous experience of Defaqto, Select a Pension, FE Analytics and CashCalc an advantage.
Please quote <> when calling Marion at Alexander Lloyd or email them at email@example.com. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Pensions and Employee Benefits recruitment; covering administration, consulting, management, sales, support, trustee secretarial and directorship roles across the UK.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.