Paraplanner

Our Client based in Wolverhampton is currently recruiting for an experienced Paraplanner to carry out the following:

Job Purpose Statement

�Paraplanning & office support working with Managing Director and Director/Adviser.

�To contribute to the objectives of the business for the provision of full paraplanning and administrative support, allowing the business to run smoothly and ensuring all cases are compliant to a high standard.

�Role Responsibilities

�1.����� Research and prepare client files for submission to Business Assurance, including full� completion of suitability letters and the necessary research required for each product.

�2.����� To work closely with the management team and also provide support to the administration support team.

�3.����� Responsible for client records ensuring they are carefully entered onto the system.

�4.����� Ongoing training and annual retesting of product knowledge.

�5.����� Assistance with new business submission.

�Job Skills

�1.����� Paraplanning will be required, therefore a strong working knowledge of the regulated financial services market is a must.

�2.����� A strong technical background is required to allow client facing advice reports to be written. Attention to detail is very important.

�3.����� Database and client management.

�4.����� Be a strong communicator, both written and verbally.�

�5.����� Having strong planning and organisational skills.

�6.����� The ability to prioritise and work to important and strict timescales.

�7.����� Being a Team member is a must to work in a busy and vibrant office.

�Role Requirements

�Financial Planning qualifications would be ideal but not necessary.

�Essential previous paraplanning experience.

Product Description

Types of products required to be paraplanned will be:

�1.����� Flexi-Access Drawdown

�2.����� Personal Pension transfers

�3.����� Defined Benefit transfers (outsourced)�

�4.����� Investments, i.e. ISAs, OEICs, Investment Bonds to include gains calculations.

�5.����� Trusts/Inheritance Tax calculations.

�6.����� All types of life assurance to include company, i.e. Keyman and Relevant Life

7.����� Specialised Investments, i.e. Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EISs), Inheritance Tax Planning Schemes

Package

1.����� Salary (subject to experience and ability)

2.����� Auto enrolment in Company Pension

3.����� Membership of Death-in-Service scheme

4.����� Statutory holiday plus additional paid Christmas holiday

5.����� Parking space