JOBrep.com
Your personal job search agent

Find a job

what?

where?

    show more options

Paraplanner - Bury St. Edmunds

Company: The SmartList
Pay: £32000.00 Annually
Job type: full-time
Category: Legal Services

Apply now
(no registration required)

Upload your resume
or
see similar jobs you may like
or
find connections at this company

Job description

LOCATION: Braintree, Essex

JOB TITLE: Paraplanner

SALARY and BENEFITS: 28,000 - 32,000 per annum depending on skills and experience pension scheme and life assurance.

WORKING HOURS: Monday - Friday 9am - 5pm

THE COMPANY: Our client, based in Braintree, is a firm of experienced Independent Financial Advisers, delivering a professional and specialised service to individuals and businesses throughout South East England. They work mainly with private clients and their investments but also work on behalf of corporate clients.

THE ROLE: Reporting to the Operations Manager the role of a Paraplanner will be to support appointed Advisor/Advisors in business writing and rebalancing recurring income clients.

Key Responsibilities of a Paraplanner to include:-
- Portfolio reviews and rebalancing
- Adhoc fund research
- Suitability reports
- Adhoc calculations
- File checking pre compliance
- 'Selectapension' research
- Technical support
- Diary management
- Assisting Operations Manager
THE CANDIDATE: Our client is looking for an enthusiastic and flexible person with a solid generalist background in Financial Services sector. Preference will be given to those candidates who have previously worked for an IFA practice. You must be able to navigate systems such as Adviser Office and use platforms and wraps. It is essential that the successful candidate has experience of writing suitability reports. You must be able to work on your own initiative without direct supervision and to manage and prioritise your own work using the Iress / Avelo diary system. You will be friendly, personable, hardworking and be able to work within a small team.

Key experience essential for the role of Paraplanner based in Braintree:
- Must live within a commutable distance of Braintree, Essex.
- Will have previous Independent Financial Service experience working a similar role as a Paraplanner.
- Must be fully conversant with Financial Express Analytics.
- Will have strong numeracy skills.
- Will be proficient with Microsoft Excel.
- Must have a working knowledge of Iress / Avelo or similar.
Does this sound like you? If yes then please hit the apply now button.

You will then be sent to an online questionnaire to support your CV and application, please fill in the details and we will be in touch to advise you of the next steps.


More jobs you may like

Senior Financial Planning Administrator/ Junior Paraplanner
Paraplanner
Paraplanner
Paraplanner
Client Manager (Advisory) - Route to Partnership!


New account

Log in


Current country: :: Contact us :: Terms of use :: Privacy policy :: Credits :: Benji Jobs
Jobrep.com international: Jobs in the US :: Jobs in the UK :: Jobs in Canada


Jobs in Argentina
Jobs in Australia
Jobs in Austria
Jobs in Bahrain
Jobs in Belgium
Jobs in Brazil
Jobs in Canada
Jobs in Chile
Jobs in China
Jobs in Colombia
Jobs in Czech Republic
Jobs in Denmark
Jobs in Finland
Jobs in France
Jobs in Germany
Jobs in Greece
Jobs in Honk Kong
Jobs in Hungary
Jobs in India
Jobs in Indonesia
Jobs in Ireland
Jobs in Israel
Jobs in Italy
Jobs in Japan
Jobs in Korea
Jobs in Kuwait
Jobs in Luxembourg
Jobs in Malaysia
Jobs in Mexico
Jobs in Netherlands
Jobs in New Zealand
Jobs in Norway
Jobs in Oman
Jobs in Pakistan
Jobs in Peru
Jobs in Philippines
Jobs in Poland
Jobs in Portugal
Jobs in Quatar
Jobs in Romania
Jobs in Russia
Jobs in Saudi Arabia
Jobs in Singapore
Jobs in South Africa
Jobs in Spain
Jobs in Sweden
Jobs in Switzerland
Jobs in Taiwan
Jobs in Turkey
Jobs in the United Arab Emirates
Jobs in the United Kingdom
Jobs in the United Stated
Jobs in Venezuela