Paraplanner

Paraplanner- REMOTE ROLE

A truly exciting opportunity for a Paraplanner to join one of UK’s leading wealth management and financial advisory specialist based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.

We are looking to speak with applicant who can demonstrate commitment, eager to learn and showcase their skills !

Main Responsibilities for the successful Paraplanner:

1. Work closely with IFA's undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales.
2. Effectively and efficiently summarise recommendation options for IFA's and draft proposals, letters and suitability reports for a wide range of products, providers and funds.
3. An ability to think independently and to work outside of formal template structures is essential in formulating our highly individualised largely free-type client reports.
4. Competent use of different software packages and technology to analyse data and propose effective client solutions.
5. Communicate directly with clients on behalf of the Advisers, including telephone underwriting and update client records and business trackers promptly and accurately.