Paraplanner

Recruiter
Curve Group Holdings Ltd
Location
Northampton
Posted
14 Apr 2018
Closes
14 May 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Job Title: Paraplanner

Northampton

The Job in Brief:

We are seeking an experienced Paraplanner to join a friendly team in Northampton, for our leading Financial Services client. In this role you will support a number of Financial Planners, providing technical advice and preparing reports.

About the Job and skills required:

You will provide technical administration support and research as well as preparing personalised advice for our Financial Planners. You will also be expected to:

* Research and prepare personalised Advice Letters & Reports
* Work together with the Financial Planners, Client Support Manager, Client Support and Administrators to ensure a smooth workflow for the team
* Ensure client service agreement requirements are met and procedures adhered to
* Maintain and update our database
* Prepare meeting packs
* Deal with technical aspects of client queries and helping/assisting the administrators
*

The ideal candidate will hold a Diploma in Regulated Financial Planning and have experience of DB Pension Transfers. Experience of working with Intelligent Office would be advantageous.

Additional Details:

Our client is able to offer a competitive salary and generous benefits package

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