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Permanent

Paraplanner

Redditch
money-bag 35000.00-35000.00 Annual
3085438207
Posted 3 days ago

ParaplannerUp to £36,500Location Redditch Early finish on Friday''s BENEFITS" Flexible working with a 2.30pm finish on Friday" Pension" Bonus Scheme " Professional Development " Competitive 26-day holiday allowance plus bank holidays and annual holiday purchase scheme.Our client is a well-established firm of Independent Financial Planners providing bespoke financial solutions to both private and corporate clients. Due to ongoing growth they are now seeking an experienced Paraplanner to join their expanding team in the Redditch area. They are looking for a driven and enthusiastic candidate who can provide exceptional level of support to they''re advisers and clients.Key Responsibilities:" Reporting to the Paraplanning Team Supervisor." You will be required to write multi-pension and investment suitability reports, protection reports, tax planning reports and annual review reports." You will be required to prepare suitability reports for approval by the Financial Adviser, in line with company policy, and prepare associated documentation as required. Working with the Business Support team this will include the pre-completion of documentation ready for clients to check and sign." You will be required to Identify missing KYC information or outstanding actions. Working with the advisers and Business Support team to obtain this information and subsequently writing a suitability report ready for adviser approval." Record any client communications (whether that communication is ..... full job details .....

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