Paraplanner - Stevenage - Salary to £45k

Reed ,
Stevenage, Hertfordshire
More Details
Job Type: Full-time
Salary: £40,000 per annum

Overview

My client a large successful IFA Practice in Stevenage is looking to take on a skilled Diploma Qualified Paraplanner to join their successful business. Strong in report writing skills and dealing with HNW Clients, the Paraplanner must be able to demonstrate strong skills within Financial Planning. Your skills will be rewarded with a fantastic salary of up to £45k along with other exceptional Benefits. It is essential to do this role you are a qualified Paraplanner and Level 4 minimum. The Paraplanner Must: • Have strong pension experience, including knowledge of DB schemes, older pension schemes, occupational and safeguarded benefits and SIPPs • Have inheritance tax planning knowledge, including BPR and EIS schemes • Have knowledge of VCT schemes • Be able to operate in a busy environment, delivering work to tight timescales • Be able to multi-task, managing several client cases at once • Be able to work well as part of a team, supporting colleagues where necessary • Be a good communicator, keeping Financial Planners and Private Client Manager up to date with client work • Be able to set realistic expectations to ensure we do not over-promise and under-deliver • Be willing to share knowledge, skills and experience with others to collectively develop the team and improve the service we provide • Be proactive, offering new and improved ways of working • Have strong attention to detail, following workflows carefully and ensuring documentation is produced to a high standard • Be professional, with a good telephone manner, punctual, smart and proud to represent Richmond House Wealth Management • Be prepared to challenge, willing to have constructive conversations for the good of the client and the organisation It would be helpful if applicant has: • Good working knowledge of Intelligent Office (iO), our client database • Experience of key provider software including Standard Life Wrap, Elevate, Ascentric and Aegon/Aegon ARC platforms • Experience using Genovo, the suitability report writing tool • Experience using O&M for research pension switches • Experience using Selectapension for DB transfers

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