Paraplanner
£20,000 to £24,000, Colchester
My client is a growing Financial Management Company who recently moved into new offices. They advise on a wide range of products and are increasingly successful within the market place.
They now require an experienced Paraplanner to join them.
Your role will be to assist IFA's by undertaking research, providing quotes, processing business and ongoing client administration. You will administer and maintain a portfolio of clients assisting the Directors and Advisors with ad hoc duties.
You will be assisting financial planning fee earners in advising clients. You will draft reports and letters providing advice to clients in accordance with the Firm’s procedures, assist with technical queries and research best advice and obtain quotations and product literature.
The ideal candidate will have previous research and report writing experience and good administrative skills with a positive attitude.
