Job Description
Paraplanner
Derby outskirts (our ref AL1394)
Salary to £38,000 dep on exp + benefits
My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team.
RESPONSIBILITIES
* Accurately prepare personalised suitability reports and letters which are well thought out and meaningful
* Work efficiently to meet target deadlines
* Recommendations to include:Retirement Planning (including transfers and Drawdowns), Investment Planning, Protection, IHT/Trust planning, Business planning
* Ensure all client work and documents (client fact find, Illustrations etc) are compliant and supported with relevant paperwork
* Undertake comparative research in preparation of client recommendations
* Ensure all client queries are appropriately investigated and accurate responses given
* Part of the role will include administration support requesting additional Letter of Authority information, Business Submission
* Work as part of a wider team in order to ensure an exceptional client experience and high-quality advice it provided to all our clients
LOCATION & COMMITMENTS
Permanent, full-time position
Based at our office, approximately 2 miles from Derby City Centre
Overtime may be required dur...