Senior Paraplanner

Senior Paraplanner
£30,000 - £40,000
City


THE COMPANY:

Our client is a prestigious Chartered Financial Planning firm that pride themselves on providing their clients with tangiable results. This is an exiting opportunity to support the firms leading IFA who specialises in Occupational Pensions.


THE ROLE:

• Compilation of client reports
• Liaising with Product Providers
• Provide a secondary point of contact for clients
• Dealing with client information requests
• Providing technical assistance to the administration team
• Assisting with the client review process
• Provision of market research on Advanced Pension & Investments products to meet client needs and objectives in line with the brief provided by the Financial Adviser
• Carry out reviews and research of existing Pension & Investment arrangements
• Preparation of pension and investment suitability reports within the agreed turnaround times
• Communicating with clients and providers in a helpful, professional and polite manner
• To act as a mentor to junior members of the Paraplanning Team
• To support Paraplanning Team/Relationship Manager with the day to day running of the Paraplanning Team to achieve productivity and profitability targets

THE PERSON:

• Must hold a Level 4 Diploma or be in the process of completing it
• Have proven experience as a Paraplanner within a similar environment
• Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)
• Proven experience of Pension Transfers, Pension Freedom, Complex Investments and Inheritance Tax Calculations
• Organised and methodical individual with a positive approach to problem solving.
• Hardworking and focused on meeting deadlines.

 
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EQUAL OPPORTUNITIES Morgan Spencer Recruitment is committed to equal opportunities and actively seeks applications from all sectors of the community irrespective of gender, race, colour, nationality, ethnic or national origin, disability, marital status, sexual orientation, having responsibility for dependents, age, religion/beliefs, or any other reason which cannot be shown to be justified.

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