Paraplanner

56 Days Old

My client is a boutique advice practice based five miles southeast of Norwich.

My client is currently looking for an experienced Paraplanner who is capable of hitting the ground running, you must be capable of carrying out report writing and research independently.

You will join my clients already experienced team of administrators, supporting the businesses team of advisers in this position with a sole focus on paraplanning.

Key duties

You will write suitability reports for clients of the firm’s advisers, these reports are sometimes of a technical nature

You will conduct whole of market research

You will carry out file reviews

You will carry out ad hoc Project work

You will liaise with Advisers and the administration team to ensure work is prioritised and deadlines met

You will speak with insurance companies and investment companies to obtain specific information

You will use my clients back office system to construct data records and obtain information for existing clients

You will assist my clients advisers, ensuring business is processed efficiently and accurately

You will comply with FCA rules and internal compliance procedures

Key personal skills required for this role are:

• Honesty

• Integrity

• Reliability

• Ability to work well under pressure

• Good knowledge and experience of using Microsoft office and Excel

• Mathematics and English qualifications (grade C and above)

• A good telephone manner

• Experience within financial services, ideally within a holistic IFA firm

Benefits:

25 days holiday

Free Parking

Home working one day per week * Friday (hybrid)

Annual bonus (ad hoc)

Finance and support financial qualifications

Personal development is encouraged, and my client has a track record of developing administrators to advice level, if of course you wish to progress, there is no pressure to.

9-5 – Monday to Friday (45 minutes for lunch)

Experience:

• Financial services: 2 years, ideally one year paraplanning (required)
Apply
Location:
Lakenham
Salary:
£38,000 - £40,000 /annum Salary is Negotiable DOE
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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