paraplanner
6 the last 129 days, recently 2023-02-27
Responsibility
- assisting advisers in the creation and implementation of a client’s financial plan, including ongoing reviews
- research & analysis
- report writing – suitability reports
Requirements
- study & learning opportunities will be facilitated in the role
- cashcalc / Prestwood - Cashflow modelling, Monte Carlo reports
- cashcalc / Prestwood - Cashflow modelling
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- O&M Profiler - Product analysis/comparison, portfolio analysis
- assureweb - Protection quotes
- in the Regulated Qualifications Framework, a Level 3 qualification is the minimum requirement, with Level 4 or higher preferred. Study & learning opportunities will be facilitated in the role
- in the Regulated Qualifications Framework, a Level 4 qualification is expected, although we will accept applications from candidates working towards this
- the successful applicant will be required to be sufficiently experienced at working in financial planning to be able to write Suitability Reports reflecting the advisers' recommendations, from the outset
- the successful candidate will be required to be sufficiently experienced at working in financial planning to be able to write Suitability Reports reflecting the advisers' recommendations, from the outset
Salary in other companies in the position paraplanner
| PIP LEGAL | 12375 £ | 3750 £ 12375 £ |
| TRUESTAR TALENT | 5000 £ | 3750 £ 12375 £ |
| MB FITZGERALD | 4447 £ | 3750 £ 12375 £ |
| PROGENY | 4166 £ | 3750 £ 12375 £ |
| DAVIES RESOURCING | 4111 £ | 3750 £ 12375 £ |
| CANDIDATE SOURCE | 3750 £ | 3750 £ 12375 £ |
| CHECKED RECRUITMENT | 3750 £ | 3750 £ 12375 £ |
| RESOURCE SOLUTIONS | 3750 £ | 3750 £ 12375 £ |
| KENNEDY PEARCE CONSULTING | 3750 £ | 3750 £ 12375 £ |
| OAK PRIVATE WEALTH | 3750 £ | 3750 £ 12375 £ |