Paraplanner

7 Days Old

We are looking for a paraplanning to join our client based in SW London, ideally you will have 12 -24 months experince of producing suitability reports.
Level 4 qualified or close to.
The role is to deliver first class research and report work for the advisers.
Role breakdown
* Gathering and undertaking research of products
* Analysing technical elements of products to establish appropriate options for clients.
* Compare and contrast the elements of products
* Undertake cost analysis to establish aggregated costs and charges
* Undertake technical calculations to determine clients position against areas such as tax allowances, tax charges and pension allowances.
* Maintain detailed research and analysis records to demonstrate suitabilityof advice
* Summarise findings in a recommendation report that sets out clearly and succinctly the reasons why advice is appropriate and suitable.
* All work is completed with due care, skill and diligence
* Work closely with the compliance team to support the development
* Maintain technical knowledge through a programme of Profesional Development.
* To carry out any other reasonable duties as requested by line managemntor directors...
Apply
Location:
Streatham Hill
Salary:
£40,000 - £45,000 /annum
Job Type:
FullTime
Category:
Accounting & Finance

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