50,000 Paraplanner - City of London, United Kingdom - Davies Resourcing

Davies Resourcing
Davies Resourcing
Verified Company
City of London, United Kingdom

2 days ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

CALLING ALL PARAPLANNERS

My client, a well-known and established Financial Advisory firm is looking to appoint a Paraplanner to join their London team.

An excellent and unrivalled reputation, my client provides advise to individuals and companies on all financial matters.
The Role

The Paraplanner will be responsible to maximise the effective running of the Paraplanner team for the firm and to support the achievement of the organisation goals and objectives as required.

If you are a highly organised professional with excellent drafting, research and communication skills and you have gained experience in a similar role within a regulated environment, keep reading
The following are an example of duties and responsibilities:

  • Writing Engagement Letters and Suitability reports
  • Keying stopping/changing/ starting contributions/withdrawals
  • Keying Drawdowns and New Applications
  • Keying Bed & SIPPs
  • Completing provider forms and Updating Voyant
  • Update calculators and Cash & Rebalance Reports
  • Checking CGT Reports
  • CF Calculations
More jobs from Davies Resourcing
See all jobs of Davies Resourcing