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Paraplanner- St Asaph, North Wales £25-£35k (experience and qualification dependent)

Wales

Competitive Salary- Dependent Upon Experience

75point3 is a general practice IFA firm which operates mainly in North Wales. We are looking for an experienced paraplanner to join our busy advisory team. We are looking for a dedicated and committed paraplanner who wants to develop a career in this area of practice rather than someone looking to become an adviser, however, […]

Recruiter

75Point3

Posted

3 August 2017

Closes

Sector

Investment, Pensions, Tax

Contract Type

Permanent

Hours

Full Time

FURTHER INFORMATION

75point3 is a general practice IFA firm which operates mainly in North Wales. We are looking for an experienced paraplanner to join our busy advisory team. We are looking for a dedicated and committed paraplanner who wants to develop a career in this area of practice rather than someone looking to become an adviser, however, our team approach means that there the distinction between advising and paraplanning is not as pronounced as the industry norm and there is likely to be regular client contact. Our team possesses a range of high level qualifications and individuals have won national awards on many occasions.

The candidate should possess the following:

1. Level 4 CII Diploma qualified or have the Certificate of Paraplanning from the CII or from CISI. However, ambitious part-qualified candidates may also be considered.
2. Evidence of recent formal professional development.
3. Demonstrable knowledge and competence in Microsoft Excel and Word.

Experience should include:

1. Paraplanning, especially report writing for complex financial products such as defined benefit pension scheme, offshore bonds, trusts;
2. Cashflow planning to quantify client current and future needs;
3. Defining risk tolerance, risk capacity (capacity for loss), risk perception and differentiating between them;
4. Selecting suitable investment options after analysing risk and client needs.

Please apply in the first instance with a CV to warrenbentham@75point3.com

EMAIL RECRUITER

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