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2 months ago
Additional Resources Ltd
Salary: £25000 - £29000 Per Annum
Location: Leicester
Job type: Permanent
Contact: Karen
Category: Finance Office Jobs
Paraplanner Level 4 Diploma Qualified - Leicester

Salary £25-29,000 per annum

Key Words - Paraplanner, Level 4, IFA, TCF, RDR

Experience/ Qualifications:

Must have worked for an IFA, AND BE Diploma Qualified

The role

Paraplanner is required for a Leicester based IFA.
This is a demanding role that requires a technically competent person who is used to dealing with the full range of Financial Services products.
Duties will include the following
Detailed suitability report writing
Product recommendations for clients
Dealing with renewals and annual portfolio reviews/asset allocation reviews
Technical research and support on products such as Pension transfers, SIPP’s, General investments, Transfers, ISA’s, Bonds, Life : term, whole of life, critical illness and PMI
Support the sales process and customer service
Reviews of existing policies
Resolving technical queries
Use of Aequos, Exweb, Pension Profiler, Investment Profiler
Conducting research and due diligence projects
Diploma qualified is desirable.
Salary based on experience and qualifications

Key Words : Paraplanner, Level 4, IFA, TCF, RDR

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003

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