Paraplanner

Recruiter
Anonymous
Location
Newcastle
Salary
Competitive
Posted
19 Mar 2019
Closes
16 Apr 2019
Job Type
Administrator
Contract Type
Permanent
We are looking for an experienced Paraplanner with work experience in a small IFA practice. The role that we are recruiting for includes a wide range of wealth management responsibilities including Tax Planning and Asset Allocation.
Along with the experience of working as a Financial Planning Administrator/Paraplanner within a professional services company, (ideally 5 years in a small IFA practice) we also are looking for:
* Excellent PC skills, including Microsoft Word and Excel (both 2003 and 2010 versions) and Outlook
* Excellent numerical skills
* Excellent grammar, proofreading and letter writing experience
* Good verbal communication skills
* Professional telephone manner
* A commitment to ongoing learning and self-development
The successful candidate will ideally have a diploma in Financial Planning (or equivalent) or will be studying towards obtaining the diploma.
Tasks will include, but are not restricted to the following:
* Tax Planning Calculations & returns
* Trust Planning
* Pension funding / lifetime allowance calculations
* Corporation Tax
* Asset Allocation
* Portfolio reviews
* Manage Client Meetings
* All Correspondence
* Responsibility for File Quality
* Maintain Client Relationships
* Client Reviews
My Client is a well respected, well established Wealth Management company who is expanding as their client base and looking to increase their numbers.
It's a great time to be joining them, bringing your experience to the team