Paraplanner

7 Days Old

My Client, a well-respected, independent and established firm of Chartered Financial planning professionals are looking to recruit a Paraplanner. My client has been trading for all most two decades, they are a regional firm currently covering London, East Anglia and the South East advising on a whole of market basis. All levels of experience will be considered, whether you are a partly qualified administrator with exposure to paraplanning duties such as report writing and research or a level four qualified career paraplanner with several years of experience to bring to the business. Core Duties * You will write suitability reports for clients of the firm’s IFAs. These reports are often of a technical nature. * You will conduct whole of market research via FE Analytics, O&M Pension Profiler, Assureweb, Firm Due Diligence and current Systems * You will be expected to competently use my clients CRM system to ensure clients records are kept accurately * You will be expected to complete administrative duties as and when required – e.g. application Forms, illustrations, covering letters and sign up packs etc. * You will carry out file reviews * You will carry out platform work – wizards, setting clients up and arranging payments and switches where there are tax implications involved * You will ensure clients are correctly invested every time. * You will adhere to consumer duty principles and the delivery of cor...
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Location:
Foxash Estate
Salary:
£30,000 - £45,000 /annum salary is negotiable doe
Category:
Accounting & Finance

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