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Junior Paraplanner

Posted 7 March by Search Consultancy Easy Apply Ended

Junior Paraplanner based in Exeter, competitive basic salary and benefits.

Purpose of Job: To provide an ongoing professional service to Advisers from file preparation, business submission, compliance and general client administration.

Key responsibilities

General duties:
* Maintain compliant client files
* Ensure that all suitability letters and CFRs are fully complete
* Complete all non-technical replacement cases e.g. ISA transfers
* Complete all new business submission as efficiently as possible

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Reference: 34631498

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