Paraplanner

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters**

**Job Title**: Paraplanner
**Location**: Billericay/Hybrid

**Benefits**: Competitive salary, Progression, Cash Plan ,28 days Holiday, Life cover.
**Salary**: £35,000 ~ £50,000 Depending On Experience.
**About the Company**:
This prestigious and excellent reputable firm has a lot to offer the right person. They offer a professional approach to Wealth Planning Advice and are looking for Talented experienced individuals to join their team.
You will need experience working within an IFA Practice as an Financial Service Administrator or Paraplanner and Financial Services qualifications is preferred.
**What Your Day to Day Duties Will Include working as a Paraplanner**:

- Writing Suitability Reports and fund switch letters in line with company procedures and tasks.
- Attending Client Meetings.
- Asset Allocation and Model Portfolio set-up & Management.
- Ensuring all research and relevant information is on file to meet compliance.
- Monthly Investment Statistics & Monitoring.
- Due Diligence of Providers, Products & New Technology.
- Submitting new business, monitoring and tracking through to completion.
- First point of contact for a regulated firm’s clients, and product providers.
- Creating professional & accurate written correspondence, whilst complying with the regulated firm’s documentation standards.
- Ensuring the regulated firm is kept regularly updated in respect of ongoing work and progress.
- Producing mailshots, and transcribing dictated audio files.
- Ensuring appropriate notes & documentation maintained at all times, thus ensuring a quality audit trail is maintained.
- Arranging and coordinating meetings, including meeting rooms & refreshments as necessary.
- Assisting with preparation for meetings, and preparing review packs
- Maintaining back office systems, and investment platforms.
- Taking personal responsibility for accuracy of data recorded.
- Arranging new business Illustrations.
- Maintaining a diary system ensuring work is tracked and chased when appropriate.
- Ad hoc administration requests as may be reasonably required by the regulated firm.

**What is Needed to Be Considered For This Paraplanner Role**:

- Proficient with Microsoft tools: Outlook, Word, Excel, PowerPoint.
- At least 2 years experience of working as a IFA Paraplanner.
- Financial Services qualifications are desirable
- Able to cope with IT and telecommunications equipment
- Good communication skills
- Professional attitude