Cameron James is working with a national firm of Chartered Financial Advisors recruiting for an experienced Level 6 Senior Technical Paraplanner with DB experience, within a Senior Partner Practice. An excellent opportunity has arisen for a professional, adaptable and experienced individual within a Practice based in Epsom.
The successful candidate will:
- Provide compliant, technical and report writing support for the Director and Practice Advisors allowing them to maximise time spent with clients, thus contributing to the business` financial and service targets.
- Cross-check Confidential Client Reviews, prepare suitability letters and illustrations, manage cases to completion and work with internal processing systems.
- Work alongside an efficient administration team and be given full training on the relevant IT systems.
- Be based in a busy office ensuring the business generated by the Practice is processed correctly and in a timely manner.
The successful candidate will be based in a busy and enjoyable office ensuring technical reports and recommendations are generated by the Practice accurately and reflect their clients` particular circumstances.
Specific role requirements:
Salary will depend on qualification and experience.
- Fund Switches
- Suitability Letters
- Technical reports