Paraplanner

Recruiter
Search Consultancy
Location
Surrey, UK
Salary
Competitive
Posted
18 Jul 2019
Closes
25 Jul 2019
Ref
1204403028
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner based in Surrey for an established Wealth Management company , competitive basic salary with good benefits

Support for Advisers

* The paraplanner is to undertake advice research for advisers and to prepare Suitability Reports, based upon information received from the Advisers (Meeting Notes, Factfind, Risk Profile etc)
* To supervise the administrative staff in the preparation of relevant material for submission to the client with letters of advice
* To follow company procedures for recording chargeable and non-chargeable time worked
* To ensure that clients are billed, in a timely manner, for all chargeable work
* When advisers are absent the paraplanner is to monitor cover for essential duties being given by other advisers

Valuations

* The paraplanner is to oversee the delivery of accurate valuations to clients by Administrative Staff, according to 1st Diary prompts
* Where appropriate the paraplanner is to draft a covering letter for valuations for adviser approval

Experience

* At least 2 years relevant experience in an IFA environment - essential
* Experience of a fee based environment - desirable
* Diploma (Level 4) - essential

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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