Paraplanner to join an Independent Financial Advisory Company.
A Company based in Ferndown are looking for a Paraplanner who will support a Financial Adviser within the Pension Department.
Experience as a Paraplanner within an IFA office, investments and financial planning is required and a good level of pension technical knowledge would also be an advantage as 75% of the work is within this area.
You will be supporting the Financial Adviser with client's needs and investment strategies.
You will be aiding with each step of the advice process e.g. preparing / attending client meetings, completing fact finds, analysing outcome of questionnaires (Risk Profiling Questionnaire, Investment Pensions Questionnaire etc.), carrying out research, preparing advice letters, gathering recommendations from investment analyst, preparing illustrations, corresponding with both the providers and clients, implementing recommendations and carrying out investment instructions.
A lot of the work is time sensitive, so you must be very organised and keep to deadlines and work to time constraints.
Strong competency is also required in Excel and other Microsoft programs.
Main duties will include;
The Company are a independent financial adviser specialising in asset advice linked to investment, pension and tax planning, they offer individual, bespoke financial planning solutions.
Salary is £13.00 - £15.00 per hour depending on experience and qualifications.
Working hours are Monday - Friday, 30 - 35 hours a week however the Company have the ability to be flexible and for the right applicant could agree a work schedule tailored around your needs.