Paraplanner - Reading, United Kingdom - GCB Recruitment

GCB Recruitment

Verified Company

Reading, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

For the successful Paraplanner, our clients are offering the following:

£30,000
£45,000 (depending on experience)
Annual Bonus
Study support for qualifications
Increased Pension Contribution
25 days holiday + bank holidays

The Paraplanner duties will include, but will not be limited to:

Identify and obtain information necessary to compile clients' recommendations/cash flow forecast.
Compile draft net worth statements, income and expenditure statements and financial cash flow forecasts for review by Financial Planner
Identify areas for planning
Undertake research both independently and with Financial Planner to identify suitable solutions to meet the client's needs
Prepare information/comparisons for analysis by Financial Planner
Liaise with clients' legal and tax advisers (if required)
Consider current and future asset allocation for investment strategy with regard to the client risk profile and lifetime cash flow
Produce clear, technically accurate, compliant, and concise Financial Plans and Suitability Reports as per Advice Process
Assimilate technical information into an understandable format for clients

To be considered for the role of Paraplanner, you must have the following attributes:

Microsoft Word, Excel, and electronic diary management (Outlook)
Excellent technical knowledge of Financial Services Products
Relevant experience working within a financial planning environment.
Experience working as a Paraplanner/Administrator.
Diploma in Financial Planning or working towards

This job has been posted by GCB Agency Recruitment Ltd, acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.