Paraplanner

threesixty selection ,
Macclesfield, Cheshire
More Details
Job Type: Full-time
Salary: £30,000 per annum

Overview

Description Embracing their Chartered Financial Planning status, the advisers offer their clients the highest levels of technical professional knowledge and competence from their qualifications, and ensure that their knowledge and skills are kept up-to-date through continuing professional development. Currently a team of 9 - two advisers, two technical paraplanner’s who write bespoke reports, an office manager and 4 administrators. Responsibilities Research & Report Writing for the IFAs Liaising with Admin to ensure all required information is on file for compliance and recommendation purposes Managing and monitoring investment portfolios Evaluating new/alternative products that fit the business and presenting these at quarterly Investment Committee meetings. Woring with platforms and DFM’s for our investment strategy along with our own portfolio Service Process life, investments, SSAS, SIPP’s (everything really except for mortgages) Monthly Fund Switching Experience: All-round technical knowledge - Pensions (inc. SIPP & SSAS), investments & protection (Business & Personal) Adviser Office desireable Qualifications: Diploma Qualified Benefits: 20 days holiday which rises Company pension scheme 4 x salary death in service scheme Group life scheme Discretionary Bonus

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