IFA Administrator/ Trainee Paraplanner
Stamford
£23,000 -£29,000
NJR are currently representing a well-established Financial Planning practice, who are known for providing bespoke Solutions to a growing Client bank of high net worth individuals, as a result of their continued growth they are now seeking an experienced and technically minded Trainee Paraplanner to join their team.
Responsibilities & Accountabilities:
" To determine and deliver the most appropriate solutions and providers
" Collating information from existing pension/investment portfolios
" Undertake the necessary research and analysis including fund analysis, product comparison, product analysis, fund research and charges analysis to enable a sound client recommendation to be made
" Working through adviser fact finds and supporting material
" Construct Suitability Reports for advisers
" Create cash flow (retirement income) reports for advisers
" Provide all support material for client recommendation including illustrations and application documents
" Provide technical support to the adviser
" Preparation of annual client reviews
" Liaise effectively with clients, product providers, associations and other departments
" Prioritising personal workload
" All the above in a compliant manner as set down by the Company and the Regulator's procedures
" Undertaking any other reasonable duties as requested by management/directors
" Drawdown - Flexi-access drawdown etc.
" Annuities
" Confidently complete TVAS/APTA requests
" Investments - ISA, General Investment Accounts etc.
" Mortgage Knowledge
" Protection - Life, CIC, Income Protection etc.
" Estate Planning - Wills, IHT etc.
" Write HOLISTIC suitability reports
" Good use of English, including writing skills
" Systems
" Seletapension or O&M knowledge
" IO knowledge is an advantage
Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.
For further information please contact one of our specialist consultants quoting REF: NJR13539
Job Type: Full-time
Salary: £23,000.00-£28,000.00 per year
Schedule:
Ability to commute/relocate:
Work Location: In person
Reference ID: NJR13539
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