Paraplanner
- Exeter, Devon
- £25,000 - £32,000 per annum, negotiable
- 5 applications
- Job type: Permanent, full-time
- Date:
- Reference: 22971419
Purpose of Role:
Provide Remote Paraplanning support for Financial Advisers. Work with a variety of pension, protection and investment products in order to provide a high quality service to our clients.
Duties and Responsibilities:
Suitability letters.
Pension Reviews and Recommendations.
Investment Reviews and Recommendations.
Protection Reviews and Rebroking.
Annuity Reviews and Recommendations.
Annual Drawdown Reports.
Cashflow Modelling and Reports.
Client income/TFC requests.
Client Valuations.
Quotations.
Client correspondence.
Preparation of Documents for Client Meetings.
Knowledge and Skills:
Relevant Paraplanning experience in a variety of product areas.
Relevant Financial qualifications, attained or working towards diploma status.
IT literate.
Good organisation skills.
Team player.
Self motivated.
Good communication skills.
