Assistant Paraplanner

Recruiter
MERJE Ltd
Location
Newcastle upon Tyne
Salary
18000.0000
Posted
14 May 2017
Closes
13 Jun 2017
Contract Type
Permanent
Hours
Full Time

Our client is a highly regarded company who are recruiting for an Assistant Paraplanner. The purpose of the role is to provide administration and research support to a team of Paraplanners and Financial planning consultants.

The role-

  • Work closely with the Paraplanners to provide research and analytical support
  • Assist with the preparation of client annual reviews
  • Provide valuations and illustrations as required
  • Chase outstanding letters of authority and information requests
  • File documents, and maintain procedures for the 'back office’ systems
  • Ensure that that all research material is on file and that records are organised
  • For file checks, provide support to the Paraplanners in ensuring that a selected file is ready for submission to compliance.
  • General administrative support and assistance with adhoc projects

Key Requirements-

  • General understanding of financial services
  • Experienced administrator with experience of research and analytical software
  • Knowledge of key areas of financial planning including trusts, personal taxation, pension legislation, protection and investment principles
  • Fully competent with MS Office, with Excel knowledge an advantage
  • Familiar with industry-specific applications