WILLIAMS WEALTH CONSULTANCY Salary
UNIT 3C THE QUAYS BURTON WATERS LINCOLN LN1 2XG ENGLAND
TIN: 09315689
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WILLIAMS WEALTH CONSULTANCY is looking for employees for positions:
paraplanner
Working hours
- full-time
Responsibility
- supporting advisers in analysing clients’ requirements, develop cash flow models and accurately record client data
- we specialise in providing advice in pensions, investments, tax planning, later life planning and corporate planning
- prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
- work within and stay up to date with FCA and legal requirements, plus internal template changes and advice notes
- we are excited to offer an excellent opportunity to join a well-established firm of Lincoln based Financial Planners as our inhouse Paraplanner
- prepare suitability letters and reports , taking full responsibility for the client files and back office IT records throughout the advice process
- work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process
Salary
- salary
Requirements
- previous paraplanning experience within an IFA or Wealth Management environment
- minimum Level 4 Diploma PFS qualified already achieved
- familiar with all major research systems
- experience of the Pension Transfer market
- experience of the administration of IHT and/or Investment products
- demonstrates up to date knowledge of relevant regulation and legislation;· Attention to detail and the ability to solve tasks
- excellent organisational skills with the ability to work under pressure and prioritise tasks
- confident communication skills and comfortable dealing with clients, providers and management