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.