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Paraplanner

JO0000043289_1531299231

Paraplanner

JOB DETAILS

One of the UK's largest Financial Planning firms are now looking to add an experienced Paraplanner to join their most experienced Advisor in the busy London Office.

You must have at least 3 years Paraplanning experience to be considered for this role, Diploma Qualified would also be an advantage.

The successful candidate will be responsible for:

* Maintaining regular contact with clients providing assistance where required
* Liaising 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 where required
* Researching products and funds using software such as Select A Pension, Transvas Profiler, FE Analytics and Synaptics

In return for your hard work you will receive a generous basic salary, holiday, pension and other company benefits.

Please quote <43289> when calling Alexander Lloyd. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.
 

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