Para planner

Seeking an experienced Para planner to work within the Dorset area providing full Para planning support to 2 advisors initially.
You will be commercially aware a great planner and organiser whilst providing excellent service and delivering results
With a strong attention to detail, good analysing skills and be able to think on your feet.

Duties include:

• Providing technical and administrative support to the Directors and IFA team
• Working within all areas of investments and pensions
• Providing an excellent level of customer service to clients
• Preparing recommendation reports
• Ensuring all appropriate documentation is available for client meetings
• Researching pensions and investments with the use of the latest technology
• Liaising with all internal departments
• Working alongside and supporting the administration team
• Ensuring administration and compliance processes are followed and timescales are met
• Processing new business applications though to completion in a timely manner
• Attend client and produce provider meetings
• Identify current and future business opportunities within the client database
• Keeping up to date with changes to current legislation
• Ensuring all business correspondence and telephone calls are dealt with efficiently and effectively

Para planning experience is essential
You will ideally be qualified or working towards your diploma

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