Paraplanner

Our Leicestershire based client now requires a Paraplanner for their Leicester IFA.
This is a demanding role that requires a technically competent person who is used to dealing with the full range of Financial Services products.

Duties will include the following
• Detailed suitability report writing
• Product recommendations for clients
• Dealing with renewals and annual portfolio reviews/asset allocation reviews
• Technical research and support on products such as Pension transfers, SIPP’s, General investments, Transfers, ISA’s, Bonds, Life – term, whole of life, critical illness and PMI
• Support the sales process and customer service
• Reviews of existing policies
• Resolving technical queries
• Use of Aequos, Exweb, Pension Profiler, Investment Profiler
• Conducting research and due diligence projects

Previous IFA experience and Diploma qualified is desirable.

Please contact ourselves for an immediate interview on 01332 868291