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About the job
Paraplanner based in Buckinghamshire, competitive salary with good benefits
Preparation of paperwork (including associated research and liaising with providers) for initial meetings, recommendation meetings and review meetings on behalf of the relevant Financial Adviser.
Production of Suitability Letters in a timely manner, as requested by the relevant Financial Adviser.
Direct communication with clients; verbally, in writing and sometimes face to face.
Checking of compliance documentation to ensure client files are up to date and in order.
Applicants should ideally be a minimum of Level 4 Diploma qualified with paraplanning experience.
Excellent client communication skills and the ability to identify opportunities to further enhance the clients financial well being.
Experience of using MS Office package, Intelligent Office (or similar) and research tools such as; O&M and Dynamic Planner. Experience of using Cash Flow modelling tools an advantage. Training will be provided where necessary.
A total of 28 days paid holiday (excluding bank holidays), 4 days must be used during the Christmas and New Year break when the office will be closed. An additional days holiday after 2 years service, up to a maximum of 31 days.
Pension contribution as per autoenrolment legislation.
Private Medical Insurance.
Assistance toward studying costs for appropriate qualifications where required.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.