Paraplanning Administrator

4 weeks ago

Altrincham, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Altrincham
£23000 - £26500
20/11/2023
NJR14286

DESCRIPTION

PARAPLANNING SUPPORT
Up to 26,500 - Depending of Exp & Qualifications
Altrincham

This will be a busy role and daily duties will consist of;
" Liaising with providers to obtain information required in respect of ceding scheme information is received in a timely manner and is accurate
" To assimilate & segregate information gathered by the Adviser on the CFR
" Fully analyse clients' requirements and accurately record client data
" Research and analyse financial products to meet Client requirements and objectives
" Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of APTUS reports in order to replay client wants, needs, problems & consequences of no actions as well as ensuring correct grammar & spelling
" Work within and stay up to date with template changes and advice framework
" Providing support for the Paraplanners & Financial Planners
" Generation of illustrations and completion & submission of Advice Sets
" To develop and maintain good working relationships with the advisers, colleagues and management

This is a fantastic opportunity for someone who is wanting to learn all aspects of the paraplanning business and wants to become a valued member of the team. All professional exams will be fully supported for the successful individual

NJR 14286

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