Our Client is a highly successful Practice based in near Hitchin, they currently have a requirement for an experienced Paraplanner to join their friendly team and work closely alongside the practice principal.

This vacancy will be working alongside a Principal partner and I have been advised that they are happy a salary in the region of up to 35k

Duties:

Maintain compliant client files
Build strong and trusting client relationships
Ensure that all suitability letters and CFRs are fully complete
Complete all non-technical replacement cases e.g. ISA transfers
Complete all technical replacement cases such as pension transfers and Final Salary transfers
Complete all new business submission as efficiently as possible
All compliance to be completed within 7 working days
Monitor Swift and CCD regularly to ensure system accurately reflects current position
See all business through to issued status
Deal with client queries when required appropriately.
Prepare client files for advisers in advance of client meetings
Meet the advisers on a regular basis to exchange client files and gain an understanding of the client needs
Liaise with advisers regarding product/fund choice
Analyse letter of authority information and perform calculations where necessary