Paraplanner

Recruiter
Anonymous
Location
Welwyn Garden City
Salary
28000.00 - 42000.00 GBP Annual + GBP28000 - GBP42000/annum
Posted
21 Jun 2017
Closes
19 Jul 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
PARAPLANNER- WELWYN - GBP28-42k

This family feel, supportive firm of independent financial advisor's are looking for a paraplanner to join their team. The successful candidate will be joining a supportive firm, with a fabulous sense of humour and a down to earth grounding. Looking after the MD of the company this role will be sure to keep you busy!! We would really like to hear from those who have a CII, CeMap or IFP qualification, and would like to progress, alternatively this firm will consider senior administrators from within financial services.

Liaising with clients regarding any queries
Follow-up calls for reports that have been sent out
Contacting providers to get policy specific information
Preparing files to hand to Portfolio Administration Dept. - checking applications, cheques, illustrations are correct.
Complete the New Client Progress & Compliance and Monitoring sheet and the relevant New Business Process Check-list
Checking final quotes on annuity & life policies
Scanning research & Information

Required Skills
• Familiarity with FE Analytics's, Exchange
• Use of Advisor Office tools and reports
• Familiarity with Word, Excel, Outlook, Advisor Office, Virtual Cabinet

Salary for a part qualified paraplanner GBP28-35k and qualified GBP35-42k
9-5 working hours
Yearly bonus
Social nights and funded study

If you would like to find out more about this role, then please apply today and if successful one of us will be in touch