Junior Paraplanner - Bristol, United Kingdom - Cavendish Maine

Description

Junior Paraplanner

• Progress further in your Wealth Management career with a highly reputable Chartered organisation.
• Pathway to step up from providing administration support into becoming a Paraplanner.
• Offering full exam, qualification, study and membership support.

Job Description:

• Providing ongoing administrative support to the Advisers and technical support to other staff.
• Compilation of recommendation paperwork, including writing suitability reports.
• Producing tax calculations (including inheritance tax, capital gains tax, chargeable gains, annual and lifetime allowance).
• Preparing client valuations and sourcing fund/investment information.
• Preparation of relevant documents ahead of client meetings.
• Maintaining client and research records in line with procedures and compliance policies.
• Submitting new business via online systems where necessary, chasing as necessary and checking work carried out by providers.
• Undertaking product research, analysis and due diligence checks.
• Liaising with clients, providers and professional connections by telephone and in writing.

About the Company:

• My client are a highly reputable independent wealth management company who have been providing advice for just shy of 20 years having grown organically via referrals and word of mouth based on the standard of service and advice they provide.

Key Skills/Experience Required:

• Working knowledge of investments, pensions and tax – evidenced by diploma-level qualifications.
• Good time management – ability to handle multiple tasks and prioritise appropriately.
• Ideally have experience with IO, O&M, Selectapension and various provider platforms.

Salary/Benefits Information:

• £25,000 - £35,000 depending on experience and qualifications.
• 8% non-contributory pension scheme.
• Performance bonuses.

Contact:

Jordan Cassell

Job Reference: JC/86713

Candidate care:

By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.

If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.

In the meantime, we would like to thank you for your interest in Cavendish Maine.