Job Description
Fram are working on a great opportunity to join a growing Financial Planning firm based in Somerset. Our client is looking to hire a Paraplanner with experience to join their established team. The Paraplanning team, work in a pooled environment along with admin team supporting circa 11 experienced Financial Planners. The firm is independent deals with pension, investment, IHT and Estate and Tax planning. The role is to provide paraplanning support to an exceptional standard and in return our client will encourage growth and career development.
They are looking for candidate who can :
* Bring structure and attention to detail across all operational workflows, ensuring cases are managed efficiently from start to finish.
* Prepare high-quality suitability reports for investments, pensions, and mortgages.
* Ensure every case is tracked, chased, and progressed without delays, reducing the need for management intervention.
* Conduct thorough pre-submission checks, ensuring client documentation (ID, credit reports, etc.) is complete and compliant.
* Manage follow-ups with providers using automated systems (Outlook and CRM) to avoid bottlenecks.
* Maintain accurate client records and case notes
* Work closely with advisers and administrators to drive accountability and ensure standards are met.
An ideal candidate...