Senior Paraplanner/Practice Manager

Adam Butler Ltd
£30,000 - £40,000 per annum Depending on Experience and Qualifications
09 Feb 2017
09 Mar 2017
Contract Type
Full Time

Senior Paraplanner/Practice Manager
Permanent - Full-time - £30,000 - £40,000 per annum

Depending on Experience and Qualifications

Wealth Management Practice in Aldridge, West Midlands

Looking for a highly qualified and experienced Paraplanner

Duties that can currently be determined as core to the job description are;

* Adherence to compliance procedures and ensuring all compliance up dates are implemented within the office
* Experience in writing technical suitability reports and producing these to a high standard
* Understanding of Pension Transfers/QROPS processes
* Keeping all suitability templates up to date
* Contributing to general office technical expertise
* Obtaining policy information for new clients and creating a viability table for the advisor to make a recommendation
* With a strong knowledge of provider WRAP platforms
* Providing extensive administrative and technical support to the advisors
* Excellent communicator, organized, knowledgeable and technically minded.
* Qualifications - Ideally would prefer Diploma level or working towards this
* Managing the day to day management of the office
* Providing support to the Directors of the business

Finally, being part of a small business there is a requirement for the employee to assist in other areas should the need arise.

"This is a genuine opportunity to bring your skills and experience to a business that has an excellent track record of success and plans for future growth. You will be rewarded with an attractive salary and career opportunity."