Insignia Recruit
£35k - 40k per year + Excellent benefits
05 Oct 2017
02 Nov 2017
Contract Type
Full Time



Basic £35,000 - £40,000 + Excellent benefits

Our client is a well established private investment company based in Hertfordshire who are eagerly seeking a Paraplanner to join their busy team. This is a very hands on position where you will be providing invaluable support to the consultants and the client. It is essential you possess the right attitude, organised, professional and with exceptional all round IT skills.

You will be required to provide the following service:

  • Work closely with Advisers, but also able to provide technical support to the Financial Services Team
  • Preparation of Suitability Letters & Report Writing, which will include the preparation of spreadsheets
  • Full audit trail for Research & Recommendations
  • Check and assess Annual Review pack for Business opportunities
  • Check and update lead information
  • Assist Advisers with regards to New Business opportunities
  • Process and submit/Checks on all New Business
  • General administrative duties
  • Attend all new client visits
  • Deal with client queries effective and efficiently
  • Maintain positive relationships with Insurers and their representatives
  • Responsibly for updating colleagues on all existing projects
  • Comply with FCA Rulebook and the company’s internal procedures always

The ideal candidate would need to have:

  • 2 years’ experience supporting within an IFA company (not a banking provider)
  • Ideally Level 4 Diploma in Financial Advice
  • Experience in writing technical suitability reports and conducting high quality fund research
  • Providing extensive administrative and technical support to the advisors
  • Experience using Intelligent Office with a strong knowledge of provider WRAP platforms
  • Excellent communicator, organised, knowledgeable and technically minded

If you have the relevant skills and experience then please apply today.

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