Paraplanner

Paraplanner Location: London EC1R Salary: £38,000-£44,000 depending on experience Job Type: Full-time, Permanent Working Pattern: Office-based About the Role An excellent opportunity has arisen for an experienced Paraplanner to join a small and professional Independent Financial Advice firm based in Farringdon. Working closely with Senior Paraplanners and Financial Advisers, you will provide technical research, analysis and administrative support across a range of existing client cases. You will receive full training on the firm''s processes and client requirements, while having the opportunity to develop your technical knowledge and progress your career within Financial Planning. Key ResponsibilitiesResearch and Analysis Compile accurate and compliant research packs Submit and chase authority letters to obtain client plan information Liaise with pension and investment providers to obtain accurate information Research pensions, investments and other financial products Compile accurate Data Capture Forms Prepare client-facing presentations using Microsoft PowerPoint and Excel Provide advisers with accurate research and analysis to support client meetings New Business Follow the established advice process to produce fully compliant client files Process pension and investment new business Ensure client documentation is accurate, complete and up to date Maintain accurate client information within the CRM system Complete and submit applications Prepare detailed suitability ..... full job details .....