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Saffron Walden
Paraplanner

Paraplanner

Blakemore Recruitment

Posted 10 days ago, valid for 10 days

Saffron Walden, Essex CB11 3AQ, England

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

The job is for a paraplanner at a highly regarded IFA practice in Saffron Walden, offering a salary of approximately £45,000 plus benefits.
Candidates are expected to manage client queries, liaise with providers, and maintain accurate records of business processes.
Key responsibilities include writing suitability reports, researching financial products, and preparing paperwork for new business submissions.
The role requires a broad knowledge of financial products, including pensions, investments, and protection products.
This position offers significant career development opportunities within a reputable employer.

Location: Saffron Walden

Salary: c£45,000+ 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

As a paraplanner you would:

- Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
- Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly
- Collate and evaluate client policy/investment/pension
- Writing suitability reports
- Researching products and funds using software such as Select A Pension, FE Analytics and Defaqto
- Create and maintain client files and enter details onto back-office database
- Liaise with Trainee Paraplanners
- Submitting Business on internal and external systems
- Create and maintain client files and enter details onto back office database
- Submitting Business on internal and external systems
- Prepare paperwork
- New business processing and submission to Business Quality
- Liaise with a range of stakeholders from compliance department to various external providers
- Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments, and protection products

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.

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