Junior Paraplanner

**Junior Paraplanner - Warrington - Salary negotiable**

Our client is a well established firm of Independent Financial Advisors who specialise in providing whole of market advice to private clients in the North-West. Their current requirement is for a Junior Paraplanner to join the organisation to provide supportto the company's Independent Financial Advisers.

You will be joining a small, but busy team of 5 staff, working together to ensure that clients get a 1st class service.

**Requirements**:

- The company are keen to find an experienced IFA Administrator or Junior Paraplanner who is keen to gain more exposure to Paraplanning in a supportive environment

On offer:

- Competitive basic salary, flexible depending on experience
- Support and progression

The role:
**50% Junior Paraplanning & 50% Office Administration**

Support the Senior Paraplanners and Consultants.
- Oversee changes/restructures of clients' financial planning requirements
- General client work (mostly investigative)
- Attend, when requested, client meetings alongside the paraplanner and/or consultant

Annual Review Valuation Reports
- Report writing
- Obtaining additional information from providers regarding transactions/fund research/withdrawals/annual allowances
- Checking/correcting valuations

Financial Report writing
- Suitability letters
- ISA letters
- Fund switch letters - including assisting Paraplanners with client's asset allocation breakdown and portfolio realignment to the benchmark risk profile.

Collating Information and Documentation
- Exchange quotes
- Prepopulating forms and drafting letters of instruction.
- Obtain information regarding products and investment funds.
- Fund research