Paraplanner

Job Title: Paraplanner
Location: Brierley Hill
Salary: £25,000 - £31,000, 20 days A/L, study support, birthday off, 8% pension, life insurance (4x salary)
Type: Permanent and fully onsite

A financial advisory firm is recruiting for a Paraplanner to join their well established team in Brierley hill to support the financial advisors on all matters including Financial Planning, Employee Benefits, Commercial Finance and Mortgages.

Reporting to: HR Manager

Key Responsibilities:

• Suitability Report preparation
• Production of quotes and relevant application paperwork via various external provider platforms
• IRESS Quotes and Protection Case Preparation
• Compiling cases for our new business processing team, by ensuring all the required paperwork included is signed, this will include:

1. Suitability Report
2. Fact Find
3. Quotes
4. Application form
5. Other related paperwork

• Processing High Risk business (Ad Hoc):

1. BED/ISA
2. Top Up
3. Fund switches
4. Changes to contributions
5. Withdrawals

• Annual Review Preparation (Obtaining Valuations and Fund Research)
• Use of the back office systems by way of accurate record keeping, client file updating, and scanning allocation to relevant client file.

Experience & Knowledge

• Financial Services knowledge e.g. mortgages, pensions, ISA etc (Essential)
• Strong report writing experience (Essential)
• Annual Review Preparation (Essential)

Would consider applications from a Paraplanner, Qualified Paraplanner, Chartered Paraplanner, Finance Administrator, Financial Administrator, Mortgage Administrator, Pensions Administrator and Administrator.