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Paraplanner

Norwich
Permanent
Service Service Employment Careers
Posted: 18 October
Offer description

My client is a boutique advice practice based five miles southeast of Norwich. My client is currently looking for an experienced Paraplanner who is capable of hitting the ground running, you must be capable of carrying out report writing and research independently. You will join my clients already experienced team of administrators, supporting the businesses team of advisers in this position with a sole focus on paraplanning. Key duties You will write suitability reports for clients of the firms advisers, these reports are sometimes of a technical nature You will conduct whole of market research You will carry out file reviews You will carry out ad hoc Project work You will liaise with Advisers and the administration team to ensure work is prioritised and deadlines met You will speak with insurance companies and investment companies to obtain specific information You will use my clients back office system to construct data records and obtain information for existing clients You will assist my clients advisers, ensuring business is processed efficiently and accurately You will comply with FCA rules and internal compliance procedures

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