Paraplanner

Recruiter
Market Talent Ltd
Location
Saint Albans
Salary
35000.0000
Posted
09 May 2017
Closes
08 Jun 2017
Contract Type
Permanent
Hours
Full Time

We are looking to speak with level 4 qualified paraplanners, with at least 3 years experience of paraplanning and who wish obtain further professional qualification.

Our client is based in ST Albans and holds Chartered status. The paraplanner will carry the duties listed below.

Duties:

  • Preparation of reports for clients on financial planning matters
  • Obtaining quotations and other relevant literature to accompany client reports
  • Preparation of packs for meetings with clients including investment valuations
  • Maintain annual Client review process by reviewing portfolios and writing review letters and updating systems.
  • Liaising with Admin/Support to arrange Client review meetings where applicable
  • Liaising directly with clients as the "assistant to the adviser". This will include a variety of queries in connection with the client’s financial affairs. It will be important that the candidate obtains detailed knowledge on all clients
  • Preparing New Business check-lists to pass to the Administration Department after checking Applications, anti-money laundering documents and illustrations before the business is placed for clients. Update new Client Progress & Compliance and Monitoring sheet.
  • Attend client meetings, when required
  • Undertake research as required for specific projects

This is an ideal position for a paraplanner who is looking to develop into an advisory role over time. Our client will support you and develop you.

salary is dependent upon experience and qualification, 35-45K full benefits package available.

All applications are dealt with in confidence