Job Information

Our client has been established in Hornchurch for nearly 10 years. They provide independent financial advice and services to individuals, businesses and other financial advisers. They have a unique approach to providing financial solutions that offer security and flexibility with money and investments.


They are completely independent and are not tied to any financial company or provider, which enables them to offer impartial advice about products and services that best suit the individual financial objectives.


Due to expansion they require a Paraplanner.





JOB DESCRIPTION : Paraplanner/Administrator


• Receiving instructions during debriefings from advisers following


client meetings.


• Interpreting data obtained by advisers during client meetings.


• Analysing data and using research tools to provide solutions to


meet client needs and objectives.


• Providing records to support research undertaken.


• Consolidation of client needs and objectives, together with the


recommendations and course of action in a written format via a


suitability letter, client specific illustration and key features


document.


• Carrying out all tasks in a manner consistent with compliance


procedures.


• Preparation of existing client files ready for reviews.


• Ensuring all client files are compliant on an ongoing basis.


• All business related administrative duties


These duties are not to be regarded as exhaustive and you may be required to


perform such other and / or additional duties within your skill and


competence as the company may require.


Salary £25,000-£30,000 dependant on qualifications and experience