Paraplanner

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

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• You will write suitability reports for clients of the firm’s IFAs. These reports are often of a technical nature.
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• You will conduct whole of market research via FE Analytics, O&M Pension Profiler, Assureweb, Firm Due Diligence and current Systems
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• You will be expected to competently use my clients CRM system to ensure clients records are kept accurately
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• You will be expected to complete administrative duties as and when required – e.g. application Forms, illustrations, covering letters and sign up packs etc.
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• You will carry out file reviews
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• You will carry out platform work – wizards, setting clients up and arranging payments and switches where there are tax implications involved
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• You will ensure clients are correctly invested every time.
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• You will adhere to consumer duty principles and the delivery of correct client outcomes
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• You will carry out client contact – when required
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• You will assist with IC project work
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• You will carry out adhoc Project work – when required
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BENEFITS

Group DIS x 4

Exam Sponsorship (aim to pass 2 exams per year)

Group income protection (After 2 years)

Pensions scheme 5 & 5%

23 days holiday (max 30 days holidays with length of service) between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave.

WFH/hybrid working post probation dependent on experience and location