Technical Paraplanner

16 Days Old

Technical Paraplanner
Location: Essex
Contract: Permanent
Salary: £45,000 - £55,000 per annum
Start Date: Flexible
Contact: (url removed)

Job Description
Service Care Solutions are recruiting for a Technical Paraplanner on behalf of a leading nationwide Independent Financial Advisory to join their growing team in Essex.  This is an opportunity to join a firm focused on long-term financial planning rather than product-led sales, delivering high-quality, bespoke advice to individuals, families, and businesses.quality, regulatory compliance, and continuous development within the paraplanning team.

Key Responsibilities
Ensure that all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients.
Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information.
Independently write new suitability reports and complete technical research to a high standard for all new business including: Offshore Bonds, Onshore/Offshore Bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIPP / SSAS.
Use technical software to complete comparisons and detailed analysis of a client’s contracts including reviewing the specific contract benefits and the effects shou...
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Location:
Mile End
Salary:
£45,000 - £55,000 /annum
Job Type:
FullTime
Category:
Accounting & Finance

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