SOUTHCOTE FINANCIAL  Salary

Rating of the company
26 THE GREEN KINGS NORTON BIRMINGHAM B38 8SD
TIN: 09396741
 Finance and Insurance
Rating of the company

SOUTHCOTE FINANCIAL
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SOUTHCOTE FINANCIAL is looking for employees for positions:

paraplanner

  • paraplanner

Working hours

  • full-time

Responsibility

  • we are looking for an experienced para-planner to join our growing team of financial advisors
  • an integrated support role with the financial planner and the wider business to provide advice solutions for client’s financial needs
  • liaising with planners to ensure most suitable outcome obtained for clients at all times
  • covering all areas of financial advice, including investments, pensions , portfolio rebalancing and protection
  • includes in-depth research on varied and suitable options, producing reports and documentation to formulate and support advice decisions
  • use of cash flow modellers and fund analysis tools for research in recommendations
  • technical calculations and solution shaping, including IHT planning, chargeable events, LTA calculations, carry forward calculations and plan encashment options
  • technical calculations including bond encashments, pension withdrawals and LTA calculations

Requirements

  • product knowledge : SIPP, SSAS, DB, DC, EIS'S, VCT'S, Investment Bond's, Unit Trust's and Protection
  • product knowledge : SIPP, SSAS, DB, DC, EIS'S, VCT'S, Investment Bond's, Unit Trust's, Mortgages and Protection