Senior Paraplanner

Location: BedfordSalary: Up to £55,000+ BenefitsWe are recruiting for this highly regarded IFA practice who are looking to expand their paraplanning team. The paraplanner has the responsibility of being the key cog in the report writing process of the the firm and you will be responsible for the quality of the reports that go to the advisersAs a paraplanner you would:Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business processManaging and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordinglyCollate and evaluate client policy/investment/pensionWriting suitability reportsResearching products and funds using software such as Select A Pension, FE Analytics and DefaqtoCreate and maintain client files and enter details onto back-office databaseLiaise with Trainee ParaplannersSubmitting Business on internal and external systemsCreate and maintain client files and enter details onto back office databaseSubmitting Business on internal and external systemsPrepare paperworkNew business processing and submission to Business QualityLiaise with a range of stakeholders from compliance department to various external providersDevelop a broad knowledge of financial products including both individual and employer pension knowledge, investments, and protection productsThis is an excellent opportunity for the right person to make an impact on this highly ..... full job details .....