An excellent opportunity has arisen for a professional and experienced Report Writer or Paraplanner to work remotely or be office based. Flexible to have a mix of both and also hours to suit.
You will be working for busy team of 5 Advisor's and your role will include checking CFR’s, collating client information, preparing suitability letters, preparing illustrations, managing cases to completion and working with internal systems
You will need to ensure that the business obtained is being processed compliantly and in a timely way.
Ideally, you have been working for an IFA or in a Wealth Management environment
Ideally you will be Level 4 Dip PFS qualification or are working towards obtaining it. Alternatively, you may be FPC qualified and/or have significant industry experience. You will need to have experience of the administration of IHT and/or Pension and/or Investment products
This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who enjoys using their initiative. It is essential that you are a self-starter and happy working with little or no supervision.
You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion.