Paraplanner

  • Location

    Reigate, Surrey

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £35000 - £40000 per annum + Flexible Working

  • Contact:

    Samuel Rawlings

  • Contact email:

    srawlings@mbfitzgerald.co.uk

  • Job ref:

    BBBH2102_1570461154

  • Published:

    about 1 year ago

  • Expiry date:

    2019-11-06

  • Consultant:

    #

A highly successful wealth managers with offices based in the Reigate are seeking to recruit a Part-Time Paraplanner to work 30 hours per week over 4/5 days.

The role would be suitable for a Diploma-qualified (or working towards) Paraplanner with 18+ months' experience in an IFA setting. It is a newly created role to provide paraplanning support one of the firms highest performing Financial Planners who is currently delivering their own paraplanning work.

You will need to understand the principles of asset allocation and portfolio construction, have excellent knowledge of investment, life and pensions products and current legislation, have knowledge of Income Tax, CGT, IHT, Trusts and both DC and DB pension transfers and understand the importance and benefits of lifetime cashflow modelling. You will be producing comprehensive and clear suitability letters for clients, gathering and analysing comprehensive, detailed information on clients from the advisers, researching and interpreting this information as required under the supervision of the team's senior Technical Consultant. You will prepare client meetings and attend meetings where requested by the adviser, taking detailed written notes and following up on any technical points after any meetings attended and you will also prepare lifetime cashflow models.

this client requires an individual to be a resourceful and creative problem solver, capable of embracing the role quickly and progressing to working largely unsupervised. An excellent opportunity to an individual to work for a highly respected firm in the wealth planning sector