CLARK FINANCIAL SERVICES  Salary

Rating of the company
THE GATEHOUSE WICK DRIVE NEW MILTON BH25 6SJ
TIN: 05408011
 Finance and Insurance
Rating of the company

CLARK FINANCIAL SERVICES
Premium profile inactive
 Premium profile inactive

Earnings on positions in CLARK FINANCIAL SERVICES

Looking for a job?

Describe to the employer what experience you have and get interesting career offers! Let other users advise you on your choice.

CLARK FINANCIAL SERVICES is looking for employees for positions:

senior paraplanner

  • senior paraplanner

Working hours

  • full-time

Responsibility

  • analyse comprehensive client portfolios
  • producing comprehensive and clear suitability letters
  • presenting the financial plan in person with the clients and in writing
  • interpreting new technical information, legislative and regulatory changes from various in-house and external sources
  • engaging confidently with senior colleagues and other resources within the company
  • conduct extensive research and preparing lifetime cashflow models for each client, preparing a financial plan including contingency planning, legacy planning, asset allocation, tax planning and wealth management

Requirements

  • ideally Qualified to QCF Level 6 / Advanced Diploma in Financial Planning or progressing towards
  • have extensive knowledge of pensions, Investment and protection knowledge
  • excellent written and verbal communication skills
  • strong time management skills with the ability to work to very tight deadlines
  • strong analytical and numerical ability
  • have 5 years’ + experience in a paraplanning role within IFA environments
  • have a broad knowledge of VCT/ and EIS investments, and a comprehensive understanding of Income Tax, CGT, IHT, Trusts and Pension Transfers