Paraplanner

• The preparation of meeting packs, illustrations, valuations and notes.
• Processing fund switches, transfers, withdrawals, and money movements.
• Acting as a point of contact for client enquiries, handling requests and providing information.
• Liaising with third parties, processing new business, collating existing plan information, and requesting information.
• Prepare annual reviews letters.

• Maintain all client and company records, administration and documentation.
• Keep up to date with financial products and legislation,
• Comply with all company and industry guidelines, rules, and regulations.
• Assist in budgeting and forecasting processes

New Directions Holdings Ltd is acting as an Employment Agency in relation to this vacancy.