Paraplanner – Welwyn
Salary
c35k
Location
Welwyn Garden City
Job Type
Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
Our Client is a large Investment Firm who provide comprehensive financial advice and offer discretionary management services, investment advice and pension and protection planning to their corporate and individual clients.
Their team is highly experienced who come from a range of professional backgrounds. They are passionate about client service and have a well structure approach in ensuring regular contact with their clients so that financial planning remains a priority.
Our client is seeking an experienced paraplanner to be based in Welwyn, the successful candidate will be an assistant to the Managing Director and will need to be able to work under pressure to meet specific time deadlines. This will be a challenging role however the relevant training and support will be in place in order for you to grow and develop into the role.
Duties will include:
- Preparing reports
- Obtaining quotations and other relevant literature
- Prepare packs for meetings, including investment valuations
- Maintaining annual client review process by reviewing portfolios and writing review letters and updating systems
- Liaising with Admin/Support
- Liaising directly with clients
- Preparing new business checklists to pass to the administration department after checking applications, AML document and illustrations before the business is placed for clients
- Updating new client progress and compliance monitoring sheets
- Attending client meetings
- Undertaking research for specific projects