Senior Paraplanner- Kettering
Salary
34k
Location
Kettering
Job Type
Full Time
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I am currently looking for an experienced paraplanner in Kettering to join a âwhole of marketâ and unbiased IFA practice. They are looking for someone who can hit the ground running and support the managing director and her team of advisers in servicing the demands of all aspects of client work. This client has a number of offices throughout the UK. This role, in particular, is based in their head office in Kettering.
Daily duties and responsibilities will include:
- Research and quote for a flexible benefits package for all staff
- Drawing up templates for company report writing procedures.
- Keep up to date with legislative changes, attending seminars, briefings, and meeting with broker consultants relevant to the Paraplanning role.
- Be the main contact for the business with the various product providers.
- Regularly communicate on compliance matters as they arise with colleagues.
- Draft monthly/quarterly key technical material for the businesses client Newsletter/website.
- Make sure that colleagues are aware of any changes to the key technical material.
- Make sure that arrangements are compliant with FSA regulations.
- Ensure that relevant âmoney laundering/proceeds of crimeâ checks are made in regulation to your area.