£50,000 Paraplanner

1 month ago

City of London, United Kingdom Davies Resourcing Full time

CALLING ALL PARAPLANNERS
My client, a well-known and established Financial Advisory firm is looking to appoint a Paraplanner to join their London team.An excellent and unrivalled reputation, my client provides advise to individuals and companies on all financial matters.
The Role
The Paraplanner will be responsible to maximise the effective running of the Paraplanner team for the firm and to support the achievement of the organisation goals and objectives as required.
If you are a highly organised professional with excellent drafting, research and communication skills and you have gained experience in a similar role within a regulated environment, keep reading
The following are an example of duties and responsibilities:

- Writing Engagement Letters and Suitability reports
- Keying stopping/changing/ starting contributions/withdrawals
- Keying Drawdowns and New Applications
- Keying Bed & SIPPs
- Completing provider forms and Updating Voyant
- Update calculators and Cash & Rebalance Reports
- Checking CGT Reports
- CF Calculations

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