Junior Paraplanner Location: Remote Salary: up to £30,000 per annum (Dependent on Experience) An excellent and very interesting opportunity has arisen for an ambitious Junior Paraplanner to work within a highly successful Partner Practice. Your role will include collating client information, researching, preparing suitability letters, illustrations and reports for client meetings, managing cases to completion, and working with internal processing systems. The Role: Junior Paraplanner Dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice Compiling detailed reports and portfolio reviews using key data Dealing with enquiries and correspondence from clients and providers by email and phone Managing the database of clients Processing new business applications for all products using bespoke software, liaising with SJP admin teams to resolve queries Sending out letters of authority to companies and chasing up their replies Using Salesforce CRM to accurately record all client activity, adhering to compliance guidelines Producing high quality client correspondence using templated software Report writing for all products Analysis of clients plans using different software systems Preparing client illustrations The Person: Junior Paraplanner This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who enjoys using their initiative and who has a can do working ..... full job details .....