Paraplanner

  • Job Reference: 11510
  • Date Posted: 31 January 2020
  • Recruiter: Paul Mitchell Associates
  • Location: Leicester
  • Salary: £30,000
  • Bonus/Benefits: + depending upon experience
  • Sector: Accounting & Finance
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Our client is offering an opportunity for an experienced Paraplanner to work in pro-active fee-based IFA firm in Leicester specialising in providing Wealth Management Advice.


Role & Requirements

*As we predominantly work with NHS doctors, knowledge in final salary (NHS) pensions, pensions annual allowance and tapered tax calculations are essential.
* Knowledge on investments, protection and IHT Planning is important.
* In addition, the role will also include suitability/recommendation report writing, carrying out product research etc meeting compliant rules and regulations and managing client reviews for the IFA.
* The successful candidate will also be preforming some administration duties, preparation of paperwork, dealing with customer queries and product providers and client facing tasks.
* Diploma and above in Financial planning
* Minimum 5 years' experience working in financial Services industry


Benefits
Hours: 8:30am - 5:00pm (1 hr lunch) Mon - Fri
Salary: £30,000 + depending on experience and qualifications
Holiday: 20 days + stat
Pension

If you're interested & think you're suitable for this opportunity, please apply online or call Paul Mitchell Associates (quoting ref: 11510) on 0116 254 9404.