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Junior Paraplanner

Job LocationWarrington
EducationNot Mentioned
Salary25,000 - 30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Junior Paraplanner - Warrington - Salary negotiable Our client is a well established firm of Independent Financial Advisors who specialise in providing whole of market advice to private clients in the North-West. Their current requirement is for a Junior Paraplanner to join the organisation to provide supportto the companys Independent Financial Advisers.You will be joining a small, but busy team of 5 staff, working together to ensure that clients get a 1st class service.Requirements:

  • The company are keen to find an experienced IFA Administrator or Junior Paraplanner who is keen to gain more exposure to Paraplanning in a supportive environment
On offer:
  • This is a mainly office based role, especially until the candidate has been trained and is comfortable working independently
  • Competitive basic salary, flexible depending on experience
  • Support and progression
The role:50% Junior Paraplanning & 50% Office AdministrationSupport the Senior Paraplanners and Consultants.
  • Oversee changes/restructures of clients financial planning requirements
  • General client work (mostly investigative)
  • Attend, when requested, client meetings alongside the paraplanner and/or consultant
Annual Review Valuation Reports
  • Report writing
  • Obtaining additional information from providers regarding transactions/fund research/withdrawals/annual allowances
  • Checking/correcting valuations
Financial Report writing
  • Suitability letters
  • ISA letters
  • Fund switch letters - including assisting Paraplanners with clients asset allocation breakdown and portfolio realignment to the benchmark risk profile.
Collating Information and Documentation
  • Obtaining illustrations, application forms, product and fund information from providers including charges, AMCs & TERs
  • Exchange quotes
  • Prepopulating forms and drafting letters of instruction.
  • Obtain information regarding products and investment funds.
  • Fund research

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