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Location: Hitchin
Salary: c£40,000+ Benefits
We are recruiting for this highly regarded IFA practice who are looking to expand their paraplanning team. The paraplanners have the responsibility of being the initial contact for all client queries
The Paraplanner’s role is to provide a high level of support to the advisers in their position of advising the clients. The main duties of this role are as follows:
As a paraplanner you would:
- Book client meetings
- Prepare agendas for meetings, identifying areas the adviser should discuss with the client
- Could come to meetings on occasion but not common
- Complete post meeting work, top ups, withdrawals, changes to income whatever is required
- Yearly bed and ISAs
- Keep on top of DFM investment rebalances and info clients of these
- Contacting providers to gain information on policies we then prosed to transfer or switch
- Creating reports for withdrawals or suitability reports for new sales
- Client facing role so good manner with clients essential, both phone and email
- IT literate including outlook, word, excel
- Use of specific programmes we use would be a plus i.e. intelliflo office and planning, wrap providers such as Transact, Quilter, James Hay, Curtis Banks, Standard Life, Selectapension/Defaqto/Engage/FE Analytics research
This is an excellent opportunity for the right person to make an impact on this highly reputable employer. Lots of scope to develop your career with this very attractive employer.
