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Paraplanner

360-Recruitment
Job LocationMarket Harborough
EducationNot Mentioned
Salary35,000 - 40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

We have been asked to recruit a Paraplanner for a company based in Market Harborough.You will work closely with the Managing Director and be responsible for overseeing members of the team who are currently taking their R01 exams, therefor they need someone who can mentor and support them.A more detailed version is available but please see an overview of the role below:

  • Assist with the preparation of suitability reports including preparation of illustrations and application paperwork.
  • Ensure that all business applications are proceeded accurately and efficiently, in a compliant manner to the firms standards.
  • Ensure fund switches/rebalances are carried out accurately and within company timescales.
  • Send letters of authority and gather accurate information.
  • Input and maintain accurate client records on the back-office system, platform, and other IT systems.
  • Prepare client review packs including Valuations and supporting documents.
  • Record, and where appropriate, implement agreed actions in coordination with the Financial Adviser.
  • Ensure all supporting documentation is maintained as per company procedures.
  • Ensure all work is followed up promptly in line with company standards.
  • Incorporate the principles of Treating Customers Fairly (TCF) into all contact with clients.
So, if you have experience of working as a Paraplanner and hold the Level 4 qualification, we would be really keen to speak with you.For more information, please apply straight away or contact Hannah Thompson at 360-RecruitmentEven if you dont have a CV, just get in touch.

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