Technical Paraplanner - Colchester
Our client is looking for a Technical Paraplanner to support the operation of the East Anglia Hub, working alongside the independent financial advisers to create and recommend financial plans that meet client needs.
Key Responsibilities
Ensure that all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients. Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information. Independently write new sustainability reports and complete technical research to a high standard for all new business including: Offshore Bonds, Onshore/Offshore Bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIPP/SSAS. U...