Junior Paraplanner

Our client is a very well established chartered financial practice, based in Buckinghamshire. They are looking for a career oriented individual to join their team.

They will offer growth and development to the individual, salary from £40,000.00

Ideal candidate will be either level 4 qualified or close to achieving that level, further exams would be an advantage.

Duties:

• Preparing suitability letters, both new business and ongoing review
• Researching existing client policies and providing a concise outline of how these function
• Processing and tracking new business applications
• Answering queries from the administration team with regards to ongoing client reviews and servicing
• Checking output from the administration team
• Cashflow planning
• Coordinating and tracking our weekly Advice Committee

Please apply for further details