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Paraplanner, Urgently Required in Gerrards Cross (SR-757)

£28000 - £33000 + benefits

We’re currently recruiting for a Paraplanner for a Chartered Firm of Independent Financial Advisers. The company has been serving high net worth individuals and corporates for over 35 years. The role will require you to work directly with the Director of Pensions within a friendly and professional environment who are keen to support career progression.

Main job duties;

  • Liaising with Clients and providers and building a good working rapport with both
  • Administration, technical and sales support to the consultants
  • Involved with pensions, trust and private client investment administration
  • Maintaining our back-office system (Intelligent Office)
  • Producing and requesting illustrations
  • Preparing individual client valuations
  • Setting up new business/making changes to existing business on online platforms
  • Preparing correspondence
  • Preparing paperwork for client meetings
  • Meeting with clients on occasions to assist with the completion of paperwork
  • Product, provider and fund research
  • Drafting Review meeting follow-up letters and Suitability Reports
  • Assisting other departments when required

Candidates should be able to demonstrate a steady employment track record, up to date knowledge of pensions and investments, progress with the Diploma qualification, experience working within an IFA environment and willingness to progress within the industry.

Gerrards Cross
Job Role: 
Employment type: 
Employed (Full Time)
Reference Number: