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  • Salary: £28000 - £35000 per annum
  • Location: Warwick, Warwickshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    23 Mar 2021
  • Job reference: 34924

New role just in working for a firm who have been continuing to grow throughout 2020 and offer training, support and development and flexibility.

The role

Paraplanning on a 2:1 ratio with Advisors, daily responsibilities will be varied, but will include:

  • Preparing recommendations for clients alongside Advisers
  • Answering client enquiries via telephone and email, resolving these in a professional and timely manner
  • Using analytics tools to assess performance and simplify reporting for clients
  • Processing business in line with FCA and company procedures. Preparing review documents for clients including bespoke illustrations and valuations
  • Conducting detailed analysis of investments, assessing performance and cost
  • Co-operating effectively with the client management team and providing support and help when needed
  • Drafting research documents for Advisers and on an Adhoc basis for company management

The ideal candidate will have experience within a similar role, qualifications would be an advantage but not essential for the role.

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