Experienced DB Paraplanner UK

Requirements:

  • Ideally needs to be U.K Qualified with AF7/AF3/G60 or equivalent
  • Able to work within defined business processes
  • Excellent inter‐personal skills, both written and verbal
  • Ability to multi‐task and prioritise workload effectively
  • Good IT skills and report writing skills
  • Ability to work independently and in a team
  • Broad knowledge of financial services world

Role:

  • Preparing and maintaining client files
  • Identify areas for planning
  • Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client’s needs
  • Prepare information/comparisons for analysis by planner
  • Liaise with client’s legal and tax advisers (if applicable)
  • Consider current and future allocation of assets for investment strategy with regard to client risk profile
  • Prepare draft recommendation reports to be discussed/signed off by planner

The role is on a full-time employed basis, with a competitive salary + benefits and induction training provided.

Job Category: Operations and IT Team
Job Type: Full Time
Job Location: UK

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