Senior Paraplanner

Location: Lincoln Salary: £35,000 - £50,000 depending on experience Working Pattern: 4 Day Working Week - Monday to Thursday, 9am - 5pm Contract: Full-Time, Permanent NJR Recruitment is delighted to be working with a fast-growing financial advice firm in Lincoln who are looking to appoint an experienced Senior Paraplanner to join their established team. This is an exciting opportunity for an experienced Paraplanner who is looking to join a progressive business where they can make a genuine contribution, work within a supportive team and play an important role in the continued growth of the company. You will join a team of experienced Paraplanners, working within a busy office environment and managing a high level of new business across a range of financial products. The Role As a Senior Paraplanner, you will provide comprehensive technical and administrative support throughout the new business and client review process. You will be highly organised, commercially aware and confident managing multiple cases and deadlines. Key Responsibilities Managing incoming new business across multiple products as part of a wider team Processing new business from obtaining quotations and preparing applications through to completion Monitoring progress and proactively chasing outstanding requirements Preparing client valuations by gathering details of existing holdings and updating internal systems Preparing meeting packs to support Financial Planners Carrying out product research and ..... full job details .....