Senior Paraplanner Our client, a rapidly expanding and acquisitive Wealth Management firm are looking for a Senior Paraplanner to join and help shape their paraplanning function.As Senior Paraplanner you will be responsible for the assessment of files/holdings following client meetings ensuring they are compliant on an ongoing basis and liaising with advisers, providers, administrators and directors.Role Responsibilities
1. Produce Suitability reports as required by the Managing Director /Practice & Compliance Director
2. Producing ad-hoc (non standard) and standard letters in response to customer/provider queries
3. Checking client Valuations and Summaries as required by the Administration Manager
4. Obtaining life, investment and pension quotations using research tools
5. Presenting quotations to advisers along with relevant data and documents required for the advice to be provided
6. Understand and produce reports for the research software used in the business
7. Have a comprehensive understanding of the IO back office system and how it is integral to the business
8. Have working knowledge of submission of online applications and processing of “paper based” applications for life, investment and pensions business
9. Running comprehensive diary and notes system for each piece of business whether it is new business, increments or any policy variations
10. ...