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Astral Recruitment
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Northwich, Cheshire
Paraplanner - Top Wealth Management IFA, 12 month contract
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Salary: £30,000 per annum |
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Overview
Our client is one of the largest Wealth Management businesses in the country and they are currently in need of a qualified experienced Paraplanner to join the team This is a 12 month full time contract based in Northwich About the Role To support Advisers, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis. Key Responsibilities Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser. Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser. Undertake research to identify suitable solutions to meet the client’s needs. Request and obtain information/comparisons for analysis by the Adviser within agreed timeframes. It’s desirable to have strong IT skills in Word and Excel as well as in a range of in-house and 3rd party software tools, such as IO/AO/X-Plan, Financial Express Analytics, O&M Pension Profiler. We offer Pension - Group Stakeholder Pension Plan provided by Friends Life; 5.3% employee and 10% employer contribution Life assurance - 4 times annual salary Private Medical Insurance Annual Leave - minimum of 25 days as standard with the opportunity to buy up to 5 days’ additional annual leave every March Plus further benefits including competitive family friendly offering , information available upon request