The position for Paraplanner in Leicester is no longer available
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, SIPPs, General investments, Transfers, ISAs, 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