UA-185291695-1 Paraplanning Assistant, Jobs, 284

Paraplanning Assistant

Trainee Paraplanner - Bristol, South West England

Ref: 284Tuesday 30 November 2021

£23,000 - £25,000

An Independent firm of Financial Advisers is looking to hire a Paraplanning Assistant, ideally, you will have experience as an IFA administrator. You will be working in collaboration with Financial Planners, Paraplanners and other colleagues in the Administration team.

 

You will prepare advice recommendations and produce suitability reports in line with company policy, implement recommendations, maintain and manage client records, answer and deal with post-sale enquiries and prepare reviews.

 

The opportunity:

 

You will be dealing with clients regularly on email/phone calls, providing relevant support and guidance where required and referring to the adviser, when necessary

Suitability letter and report-writing, pension, investment and protection services in support of advisors;

Calculation work, including pension, carry forward, Tapered Annual Allowance, IHT , CGT and income tax calculations, preparing for checking where relevant;

Administration of the Advisory client process Including the use and maintenance of our back office system.

Ensuring client information is maintained and up to date in order to meet general compliance standards.

Creating quotes, report packs, processing life, pension and investment new business through to plan completion, set up, and confirmation of remuneration. Post-sale recommendations including changes to client investments,

 

Relevant Skills and knowledge

 

Experience within a Wealth Management or Pensions  Environment

Relevant industry qualifications such as RO1

Computer Skills – competent in the use of relevant packages including Word and Excel

Excellent attention to detail, good organisation, and time management skills

A critical thinker and a good problem solver