About

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 DutiesYou 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 SystemsYou will be expected to competently use my clients CRM system to ensure clients records are kept accuratelyYou 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 reviewsYou will carry out platform work – wizards, setting clients up and arranging payments and switches where there are tax implications involvedYou will ensure clients are correctly invested every time.You will adhere to consumer duty principles and the delivery of correct client outcomesYou will carry out client contact – when requiredYou will assist with IC project workYou will carry out adhoc Project work – when requiredBENEFITSGroup DIS x 4Exam 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 (incl