Paraplanner Job in Bristol, South West Uk
Paraplanner
Bristol
£20,000 - £24,000
Our client is seeking an experienced Paraplanner to effectively assist the IFA with sales support at a technical and professional level.
Key Responsibilities:
• Act as first point of contact for clients regarding any technical queries and as the technical interface between clients and Advisers
• Preparation of client review paperwork to include fund and product research using appropriate financial systems
• Compilation of financial cashflow forecast
• Analysis, monitoring and reporting in respect of investment valuation reports, to include SIPP drawdown analysis, existing policy analysis and portfolios.
• Attend client meetings with the Adviser, as required.
• Preparation of required suitability reports, including solution design in conjunction with the Adviser.
Essential Skills and Attributes
Full CFP or FPC exams with at least 1 advanced qualification; ideally DipPFS
Excellent telephone manner
Knowledge of 1st Software
Excellent understanding of the Financial Planning Process
Proven high level of customer service
Please view www.idexrecruitment.com for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.