Found Description
Location: Bedford
Salary: Up to £55,000+ Benefits
We are recruiting for this highly regarded IFA practice who are looking to expand their paraplanning team. The paraplanner has the responsibility of being the key cog in the report writing process of the firm and you will be responsible for the quality of the reports that go to the advisers
As a paraplanner you would:
- Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
- Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly
- Collate and evaluate client policy/investment/pension
- Writing suitability reports
- Researching products and funds using software such as Select A Pension, FE Analytics and Defaqto
- Create and maintain client files and enter details onto back-office database
- Liaise wi...