We are currently recruiting for a Financial Planning company based in who are looking to recruit a Paraplanner to join their team. They are looking for someone who has good Paraplanning experience and has completed or working towards the Level 4 Diploma.
The main purpose of this role is to provide technical administrative support to Financial Advisers.
Main Activities:
To produce accurate compliant client reports for Financial AdvisersConduct relevant and compliant research for new business and collate into a readable summary for the adviserProcessing of investment, pension and protection new business and following the case through to completionCollate and upload all relevant correspondence to our True Potential back office system to submit cases for compliance checkingType letters and draft routine correspondenceMaintain all necessary systemsCalculate any tax liabilities wh...