Paraplanner

Location:Dorking, Surrey
Salary:£30000 - £35000 per annum
Type:Permanent
Sector:Financial Services

We have a great opportunity for a Paraplanner, if you have significant experience working within a similar type of role in an IFA or advisory practice (min 3 years) and a good understanding of the financial industry this would be ideal for you.

Responsibilities

  • Preparation and completion of suitability reports using internal report writer
  • Liaising with admin team to ensure business is accurately processed and systems updated
  • Liaise and attend meetings with other departments
  • Check calculations such as Lifetime allowance, Annual Allowance, Carry forward, Bond top slicing and critical yield calculations
  • Cover Senior Administrators when required
  • Sit in on client meetings when required
  • Maintain personal CPD record
  • Provide technical support and training to advisers and admin
  • In ensure that all work is carried out within acceptable timescales
  • All relevant calculations have been carried out and checked

Personal specification

Essential skills

  • IT literate
  • Well organised, methodical with excellent attention to detail
  • Prepared to take responsibility for own tasks and prioritise workloads
  • Desirable – Recognised financial services qualifications CII or PFS

Core Competencies

  • Relationship building
  • Co-operation and Teamwork
  • Interpersonal Skills
  • Quality of Work
  • Flexibility
  • Accountability
  • Initiative
  • Delegation
  • Innovation
  • Developing others

Benefits

  • Workplace pension scheme
  • Private medical Insurance
  • Death in Service 3x Salary
  • Income protection

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Apply now






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    Would you like to discuss this role further?
    Speak to the 2i Team: 01483 414719
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