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Junior Paraplanner

Posted 5 February by Accountancy Divisions Limited Easy Apply Ended

Ref: US/201333

Junior Paraplanner

London

£30,000 - £36,000

A Chartered boutique Wealth Management Firm are currently recruiting for a Junior Paraplanner to join their sociable team based in prestigious offices in London.

Key responsibilities will be:

  • Prepare pre-sales reports and quotes based on Adviser’s recommendations

  • Act as a reliable point of contact and deal with clients queries efficiently and courteously

  • Prepare documents for Annual Reviews

  • Write details suitability reports

  • Liaising daily with platforms, providers and DFM

  • Ensure client’s files are compliant across pension, investment and protection

  • Provide a high level of aftercare to all existing clients

  • Submit and chase letters of authority

  • Research the market for new contracts and products

  • Process top-ups, transfers and withdrawals

Company offers exceptional benefits including 5* Company holiday abroad, gym membership, quarterly bonus plus many more.

This is fantastic opportunity for a Junior Paraplanner that won’t be in the market for long so please do send your CV ASAP to Ursula Sloan at Financial Divisions

Reference: 34393451

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