Paraplanner

PARAPLANNER- WELWYN – £30-42k

This family feel, supportive firm of independent financial advisor’s are looking for a Paraplanner to join their team. The successful candidate will be joining a supportive firm, with a fabulous sense of humour and a down to earth grounding. Looking after the MD of the company this role will be sure to keep you busy!! We would really like to hear from those who have a CII, CeMap or IFP qualification, and would like to progress, alternatively this firm will consider senior administrators from within financial services.

Liaising with clients regarding any queries
Follow-up calls for reports that have been sent out
Contacting providers to get policy specific information
Preparing files to hand to Portfolio Administration Dept. – checking applications, cheques, illustrations are correct.
Complete the New Client Progress & Compliance and Monitoring sheet and the relevant New Business Process Check-list
Checking final quotes on annuity & life policies
Scanning research & Information

Required Skills
• Familiarity with FE Analytics’s, Exchange
• Use of Advisor Office tools and reports
• Familiarity with Word, Excel, Outlook, Advisor Office, Virtual Cabinet

Salary for a part qualified paraplanner £28-35k and qualified £35-42k
9-5 working hours
Yearly bonus
Social nights and funded study

Job Summary

Job Title Paraplanner
Location Hertfordshire
Job Type Permanent
Salary €40k
Last Updated 06/08/2018
Reference SF41576
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