Job Decription:
Our client are a Fee Based IFA practice based in London and are seeking a proactive, self motivated experienced and qualified Technical Para Planner, to support a team of highly qualified IFA's. In addition to Para Planning you must have experience of administering small business IT and telephony systems
Key duties include:
Manage and prioritise your Consultant's client work
Carryout technical research to meet the client’s needs
Produce compliant suitability reports
Process client queries
Manage client reviews and maturities
Maintain Consultant's WIP record
Performing any other tasks required as delegated by the Consultant
Qualifications & skills:
Dip PFS or working towards
Worked in a similar role or environment for at least 3 years
Understanding and working knowledge of;
Personal taxation & tax fundamentals
Taxation of investments
Investments products
Protection products
Retirement products
Trust & Wills
Excellent organisational skills
Ability to work under pressure and to deadlines
Excellent interpersonal skills
Experience of using 1st software and maintaining accurate client records
Experience of administering small business IT and telephony systems
.