We have been asked to recruit a Paraplanner for a Wealth Management practice in Market Harborough.
You’ll need to have completed the CII Level 4 in Paraplanning as they need someone who can support team members who are currently studying.
The company has been providing bespoke financial solutions to clients for many years, business has been good, and this position is to support the growing team.
We have recruited for this company many times and they truly care about their employees.
Below is a small overview of the role…
* Assist with the preparation of suitability reports including preparation of illustrations and application paperwork.
* Ensure that all business applications are processed accurately and efficiently, in a compliant manner to the firm’s standards.
* Ensure fund switches / rebalances are carried out accurately and within company timescales.
* Send letters of authority and gather accurate information.
* Input and maintain accurate client records on the back-office system, Platform and other IT Systems.
* Prepare a client review pack including valuations & supporting paperwork.
* Implement agreed actions in coordination with the Financial Adviser.
For more information, please apply or contact Hannah at 360 recruitment…Even if you don’t have a CV, just get in touch.