Paraplanner

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

1. Accurately prepare personalised suitability reports and letters which are well thought out and meaningful
2. Work efficiently to meet target deadlines
3. Recommendations to include:Retirement Planning (including transfers and Drawdowns), Investment Planning, Protection, IHT/Trust planning, Business planning
4. Ensure all client work and documents (client fact find, Illustrations etc) are compliant and supported with relevant paperwork
5. Undertake comparative research in preparation of client recommendations
6. Ensure all client queries are appropriately investigated and accurate responses given
7. Part of the role will include administration support requesting additional Letter of Authority information, Business Submission
8.