Paraplanner

Benefits:

Hours: 9am-5pm (37.5 hours) office based (some flexibility with start/finish times)

Holidays: 28 days, (4 days kept for Christmas) plus stats

Pension

DIS

Annual bonus and salary review

Various Company expensed events during the year

Study days and full exam funding, including study material

Free parking

Role:

One of our existing clients is based on the outskirts of Durham and we've been instructed to find them an additional Paraplanner, as they're super busy! All their business comes from referrals and they really focus on delivering an exceptional service to their clients. As they are a Chartered Firm, they love individuals who want to achieve Chartered status and provide a great study package.

You'll be working alongside a small team of Paraplanners and your responsibilities will include:-

Preparing for client annual reviews, producing valuation reports, costs & charges, cash flow models

Completing tax specific calculations, requiring technical knowledge

Preparing illustrations and presentation documents for the advisory team

Collating client information and preparing suitability reports

Producing suitability reports and post-review letters

Regularly liaise with the adviser on ongoing cases

Managing cases to completion and working with internal processing systems

Ensuring that work is processed compliantly and in a timely manner

Liaising with colleagues and third parties on a daily basis

Ensure as account manager, your client cases are reviewed prior to meeting to ensure file correct and nothing is outstanding

Occasional attendance at client meetings

Supporting the admin team with chasing new business and resolving any issues

Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally

Candidate Requirements:

Must have at least 2 years' experience working as a Paraplanner

Must have knowledge and experience of investment and pension products

Competent in using Microsoft Office, including Excel

Experience using Intelliflo is desirable but not essential

A positive and confident communicator

Qualifications:

Ideally hold DipPFS

Part-qualified candidates or individuals with experience, will be considered