Paraplanner

Paraplanner - Colchester, East England

Ref: 1454Monday 10 June 2024

Up to £39,000

An award-winning service provider to the Wealth Management profession is looking to take on a Paraplanner in their Colchester office to service their client base. You will be joining a team that has put in place the processes and service levels that means you can focus on providing high-level Paraplanning services to their Adviser Clients across the South East and London.

You will be joining a firm that has in place a team structure that means you can focus on Paraplanning; liaising with the Advisers conducting in-depth research and report writing while your Administration is taken care of by the support team.

The Salary range for this Paraplanner role is up to £39,000 and comes with hybrid working 2 days a week in the office.

 

Responsibilities:

  • Provide high quality suitability letters
  • Liaise with Advisers to discuss reports
  • Conduct in depth calculations
  • Carry out in-depth CFR checks and request information when required.
  • Action feedback from Business Assurance.

 

To be considered:

  • Experience writing Suitability reports for Investments and Pensions
  • Progress to competing your Diploma.
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