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Paraplanner

Location: NORTHAMPTON, NORTHAMPTONSHIRE, UNITED KINGDOM Salary: 25,000-32,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 2 months ago Reference: X3-291026

My client are a well established Financial Advice firm in Northampton. Due to natural growth, they now require a Paraplanner to join their busy team.

This role is ideal for either a senior IFA Administrator seeking to take a step forwards, or a Paraplanner looking to further develop their career.

Main Duties

  • You will research and identify solutions to meet a client's specific objectives
  • You will draft suitability letters
  • You will act as a point of contact to deal with for client queries
  • You will prepare client files for reviews
  • You will review client investment portfolios
  • You will obtain information from third parties to assist with the production of financial plans
  • You will prepare and maintain client files

Benefits

  • Financial study support
  • 25 days' holiday rising to 30
  • Competitive pension
  • Private medical insurance
  • Life insurance
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