An IFA Paraplanner job in Ascot for up to £45K

Your new company
This top practice firm in Berkshire is winning market share and continued success. They consist of accountants and financial advisers, with clients ranging from local business to multi-national entities.

Your new role
The main focus of the role is to prepare suitability reports for pension and investment products.   

Key responsibilities:

- Collating client information including soft and hard facts (fact finding)
- Reviewing client information with Adviser to formulate recommendations
- Make client recommendations and prepare client report for approval by Adviser
- Research products, providers and funds
- Responsibility for the Model Portfolio Programme
- Supervise Administrators to prepare and submit application forms
- Prepare Suitability Reports, Pension Analysis Reports and discussion reports to be reviewed with the Adviser
- Responsibility for running the review programme to ensure all clients are offered their annual/bi-annual reviews
- On-going development of procedures and report templates
- Ensuring that the Advisers are always prepared for their meetings. Organising the team to make sure forms are prepped and meeting constant deadlines for generating the reports for all meetings (including review meetings)

What you'll need to succeed

- Product knowledge – Pensions including pension transfers (analysis of Defined Benefit Schemes), Investments, ISA’s, Investment Bonds, Offshore Investment Bonds, WRAPs and Platforms.
- Fund research
- Portfolio planning
- Report writing
- Strong analytical skills

IT skills:
- Previous experience of Intelliflo/Intelligent Office, FE Analytics and Synaptic product research/fund research desirable.
- MS Office and internet essential.

Education and training:
- Full or working towards CII Diploma in Financial Planning
- CII Paraplanning qualification desirable (we would encourage this exam to be sat if not already obtained)
- Record of continuing development and technical learning especially in relation to pensions

- Experience working in a Paraplanner role within an IFA practice and five years experience in a financial services support/advice role
- Experience of intensive fund research and the running of model portfolios

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.


Job type:
Banking & Financial Services
Financial Services
up to £45,000
Apply Now

Talk to a consultant

Talk to Neil Soffe, the specialist consultant managing this position, located in Brighton

International House, 78 - 81 Queens Road, Brighton, BN1 3XE

Telephone: 01273 723 160
For 50 years we've used our expertise to help people transform their careers.

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