Benefits:
Hours: 9am-5pm (37.5 hours) office based (some flexibility with start/finish times)
Ensure you read the information regarding this opportunity thoroughly before making an application.
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
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
Role:
One of our existing clients is based on the outskirts of Durham and weve been instructed to find them an additional Paraplanner, as theyre 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.
Youll 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 xxuwjjq 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
Qualifications:
Ideally hold DipPFS
Part-qualified candidates or individuals with solid experience, will be considered