Paraplanner

My client is a boutique advice practice based five miles southeast of Norwich.My client is currently looking for an experienced Paraplanner who is capable of hitting the ground running, you must be capable of carrying out report writing and research independently. You will join my clients already experienced team of administrators, supporting the businesses team of advisers in this position with a sole focus on paraplanning.Key dutiesYou will write suitability reports for clients of the firm''s advisers, these reports are sometimes of a technical natureYou will conduct whole of market researchYou will carry out file reviewsYou will carry out ad hoc Project work You will liaise with Advisers and the administration team to ensure work is prioritised and deadlines metYou will speak with insurance companies and investment companies to obtain specific informationYou will use my clients back office system to construct data records and obtain information for existing clientsYou will assist my clients advisers, ensuring business is processed efficiently and accuratelyYou will comply with FCA rules and internal compliance proceduresKey personal skills required for this role are: • Honesty • Integrity • Reliability • Ability to work well under pressure • Good knowledge and experience of using Microsoft office and Excel • Mathematics and English qualifications (grade C and above)• A good telephone manner • Experience within financial services, ideally within a holistic IFA firm ..... full job details .....