Paraplanner – Great Yarmouth – Permanent – £negotiable dependant on experience

Select Appointments are currently recruiting for a well-established financial services company in the Great Yarmouth area who are seeking a Paraplanner to join their team on a full time basis. You will be providing extensive technical support to the Financial Adviser.

Duties of the Paraplanner will include but not limited to:
• Deliver financial plans for clients and implement recommendations
• Manage client workflows
• Providing Extensive technical support to the Financial Adviser
• Prepare and complete reports
• Undertake product based research
• Fund Reviews- Model Portfolio’s
• Investment Committee Management
• Assistance with Compliance
• System Research- O&M, Fe Analytics, Synaptics, Dynamic Planner
• Providing training to staff members in this area
• Review existing clients
• Discuss client objectives with adviser and put a plan in place

The successful Paraplanner will need to have the following skills/experience;
• Previous experience within a Para planning or Technical Analyst role
• Experience of working for an IFA
• Previous use of Iress, Avelo, First or similar
• Exceptional organisational skills
• Able to meet strict deadlines and work under pressure
• Good level of analytical capability

HOURS: Mon – Fri 8.30-5
SALARY & PACKAGE – competitive and negotiable dependent upon skills and experience

Job Summary

Job Title Paraplanner
Location Gorleston
Job Type Permanent
Salary £50k
Last Updated 20/03/2019
Reference SF44450
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