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Paraplanner

Blakemore Recruitment
Posted 12 days ago, valid for 17 days
Location

Saffron Walden, Essex CB11 3AQ, England

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The job is for a paraplanner at a highly regarded IFA practice located in Saffron Walden.
  • The position offers a salary of approximately £45,000 plus benefits and requires prior experience in paraplanning.
  • Responsibilities include managing client queries, liaising with providers, and maintaining precise records of business processes.
  • The role also involves writing suitability reports, researching financial products, and collaborating with trainee paraplanners.
  • This opportunity provides significant career development potential 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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.