KCR Solutions
Tyne and Wear
14 Apr 2018
17 May 2018
Contract Type
Full Time

An excellent opportunity has arisen for a Paraplanner to work for our successful client who has a large portfolio of longstanding clients.

You will work alongside the Financial Advisor on investments, mainly on platforms, pensions and sometimes life insurance. Your duties will be as follows:

  • Preparation for client meetings, ensuring all the essential information is in place
  • Ensuring the Financial Advisor has the necessary compliance and fact finding documents for clients
  • Preparation for client review meetings with appropriate valuations
  • Ensuring agendas are prepared to cover the matters to be addressed
  • Preparing advice reports for clients and sending advice letters
  • Working with the administrator to process the new business
  • Diarising all meetings to ensure everything is planned appropriately
  • Working with existing team to make sure compliance requirements are met

You will have previously worked as a Paraplanner and be keen to progress with this successful organisation. Strong IT, interpersonal and communication skills are essential.

Salary dependent upon experience; £30000-£40000

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