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» Job Vacancy

Chartered Paraplanner - Hertfordshire


Hours: Full Time
Contract: Permanent
Start: ASAP
Pay Maximum: £45000
Pay Minimum: £40000
Pay Period: A Year
Category: Banking & Financial Services, Financial Planning
Location: Hertfordshire, Hertfordshire, United Kingdom

Jan 09th
days old


views


applied




Description
Chartered Paraplanner - Hertfordshire

Salary: 40- 45K + Bonus

Flexible to work partly from home

The Company

As a Principal Partner Practice of a well-established Wealth Management company, our client is a successful and growing firm. With prestigious offices based in Hertfordshire, they are an agile financial services firm with a big four capability providing wealth management advice to their private and corporate clients. Their working environment is informal, relaxed yet highly professional.

An opportunity has arisen for a Chartered Paraplanner to join their growing team.

The Role

The Paraplanner will provide full technical support to Financial Advisers in the team and oversee Administrative feed into case planning.

Key Requirements:

- At least Level 4 Diploma qualified or working towards this
- Chartered Status desirable
- 3-5 Years' experience as a Paraplanner
- DB Pension Transfer experience


Technical Requirements:

- Must be highly competent in pension transfers, fund switches
- Ability to produce accurate Critical Yield Calculations
- Must be able to produce cashflow reports and CETV
- Must be able to produce illustrations and fund comparisons using analytics
- Ability to work accurately and quickly under pressure
- Knowledge of CGT, IHT planning, Trusts and Intergenerational Wealth
- High standard of Quality of Documentation for every case
- In depth knowledge of industry compliance requirements and can work with Advisers to ensure that all cases are robust prior to submission
- Familiarity with industry software such as iBusiness, CCD, Voyant, FE Analytics or similar
- Highly competent at producing detailed Suitability Letters within deadlines


Personal Requirements:

- A team player who enjoys a collaborative environment
- Highly industrious and pro-active approach with the ability to anticipate Adviser needs
- Adept at seamlessly pulling together all strands of a case from Administrative through to Compliance and Technical to work with the Adviser to serve the client's best interests
- Highly positive and personable individual who can stay calm under pressure
- Open and approachable demeanour with solid communication skills


Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

Company
Company: Additional Resources Ltd
Contact: Naomi

Further Information
Reference: NMO/AR/050080/22139379
Posted: 09 Jan 2019, 14:54








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