Junior Paraplanner

Posted 3 April by Avenue Recruitment
Easy Apply
£40,000 - £45,000 per annum
Marlow , Buckinghamshire
Permanent, full-time
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Posted by Avenue Recruitment

Our client is a very well established chartered financial practice, based in Buckinghamshire. They are looking for a career oriented individual to join their team.

They will offer growth and development to the individual, salary from £40,000.00

Ideal candidate will be either level 4 qualified or close to achieving that level, further exams would be an advantage.

Duties:

  • Preparing suitability letters, both new business and ongoing review
  • Researching existing client policies and providing a concise outline of how these function
  • Processing and tracking new business applications
  • Answering queries from the administration team with regards to ongoing client reviews and servicing
  • Checking output from the administration team
  • Cashflow planning
  • Coordinating and tracking our weekly Advice Committee

Please apply for further details

Required skills

  • Cash Flow
  • Financial Planning
  • Investments
  • Pensions
  • Wealth Management

Reference: 52412372

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