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Paraplanner - Bury St Edmunds

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Job Description

We are currently looking for a Paraplanner to join our clients, a highly successful independent practice in the Bury St Edmunds area. Our clients are ideally seeking an experienced Paraplanner, however, they would also consider a strong Financial Administrator looking to progressOur clients offer excellent career progression in a professional and friendly working environment. The successful candidate will need to have experience in providing technical support in a Financial Planning firm.The successful Paraplanner will be offered:- Basic Salary up to £40,000, dependent on experience- 22 days holiday + bank holidays- Death in serviceTo be considered for the Paraplanner role, you must have:- Previous experience working within an IFA practice- Organised and methodical with excellent attention to detail- Ability to prioritise, meet targets and deadlines- Effective communication skills both written and verbal- Strong analytical and numerical skills- Strong IT skills, specifically in Microsoft Word, Excel and OutlookResponsibilities for the role of Paraplanner:- Preparing analysis of the client’s existing portfolio- Provision of technical support to Advisers- Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension- Working closely with the Adviser to research and formulate appropriate advice- Preparation of Recommendation Reports and supplementary documentation- Adherence to compliance procedures, core values and high standards of client service- Regular liaison with product providers, account managers and clients- Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs

Location:
Bury Saint
Job Type:
FullTime
Category:
Finance And Insurance