Skilled investments administration & junior paraplanning skills : - banbury, oxon area
- AND WILL BE LINKED TO to the client bank who the advisor's support.
- A SKILLED JUNIOR PARAPLANNING.
In the future it could be you step to pure paraplanning.
but you must have these other skills along with the paraplanning report ability.Ideally as well the Diploma and skills linked to paraplanning in financial services & we can get you lined up if you do in the Banbury, Oxon area.
They are an excellent, fantastic IFA firm AND AS OUTLINED REQUIRE A SKILLED CANDDIATE- JUNIOR PARAPLANNER/INVESTMENT ADMINISTRATOR
In terms of your skills required would be as follows in terms of your ability - IMPORTANT
Initially it’s blending investments admin with paraplanning skills, principally around review report writing. New advice and preparation/completion of new business will feature, but it’s a wide ranging role of different things to start with, but could grow into pure paraplanning.
YOU WILL Assist financial advisers by researching and analysing financial products, investments, pensions, inheritance and insurance solutions AND AS OUTLINED DO THE ADMINISTRATIVE FOLLOW UP ETC- Prepare detailed and compliant financial reports, suitability letters, and recommendation
- Conduct cash flow modelling and risk assessments to support financial advice using industry standard
- Ensure all financial planning recommendations adhere to FCA regulations and company
policies and the administrative and supportive roles
The benefits below are WONDERFUL and EXPECTATION'S
Office hours are 9-5 with 30 mins for lunch. Holiday is 20 days of their choosing and the firm grant them four further days off (Christmas to New Year and a day at Easter). Four times death in service. 5% employer pension to a plan of their choosing.
- Maintain accurate and up-to-date client records using CRM and financial planning software.
- Keep up to date with changes in financial legislation and industry trends.
- Assist clients directly with technical queries FOR CERTAIN LINKED TO THE INVESTMENT AND PENSIONS
AS OUTLINED TO APPLY YOU NEED TO BE A JUNIOR PARAPLANNER/INVESTMENT ADMINISTRATOR SKILLED AND LINKED TO THE COMPANY AREA IN BANBURY OXON.
kindest regards Wonderful Reed :)