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» Job Vacancy

Paraplanner Level 4 Diploma Qualified - Leicester


Hours: Full Time
Contract: Permanent
Start: ASAP
Pay Maximum: £29000
Pay Minimum: £25000
Pay Period: A Year
Duration: Permanent
Category: Banking & Financial Services, Other
Location: Leicester, Leicestershire, United Kingdom

Sep 13th
days old


views


applied




Description
Paraplanner Level 4 Diploma Qualified - Leicester

Salary £25-29,000 per annum

Key Words - Paraplanner, Level 4, IFA, TCF, RDR

Experience/ Qualifications:

Must have worked for an IFA, AND BE Diploma Qualified

The role

Paraplanner is required for a Leicester based IFA.
This is a demanding role that requires a technically competent person who is used to dealing with the full range of Financial Services products.
Duties will include the following
Detailed suitability report writing
Product recommendations for clients
Dealing with renewals and annual portfolio reviews/asset allocation reviews
Technical research and support on products such as Pension transfers, SIPP's, General investments, Transfers, ISA's, Bonds, Life - term, whole of life, critical illness and PMI
Support the sales process and customer service
Reviews of existing policies
Resolving technical queries
Use of Aequos, Exweb, Pension Profiler, Investment Profiler
Conducting research and due diligence projects
Diploma qualified is desirable.
Salary based on experience and qualifications

Key Words - Paraplanner, Level 4, IFA, TCF, RDR

Additional Resources Ltd is 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: Karen

Further Information
Reference: KMC/D/035960/20604286
Posted: 13 Sep 2017, 13:32








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