Paraplanner

Benefits: Hours: 9am-5pm (37.5 hours) office based (some flexibility with start/finish times) Holidays: 28 days, (4 days kept for Christmas) plus stats Pension DIS Annual bonus and salary review Various Company expensed events during the year Study days and full exam funding, including study material Free parking Role:One of our existing clients is based on the outskirts of Durham and we''ve been instructed to find them an additional Paraplanner, as they''re super busy! All their business comes from referrals and they really focus on delivering an exceptional service to their clients. As they are a Chartered Firm, they love individuals who want to achieve Chartered status and provide a great study package.You''ll be working alongside a small team of Paraplanners and your responsibilities will include:- Preparing for client annual reviews, producing valuation reports, costs and charges, cash flow models Completing tax specific calculations, requiring technical knowledge Preparing illustrations and presentation documents for the advisory team Collating client information and preparing suitability reports Producing suitability reports and post-review letters Regularly liaise with the adviser on ongoing cases Managing cases to completion and working with internal processing systems Ensuring that work is processed compliantly and in a timely manner Liaising with colleagues and third parties on a daily basis Ensure as account manager, your client cases are reviewed prior to ..... full job details .....