Paraplanner

4 weeks ago


Milton Keynes, United Kingdom NJR Recruitment Full time

Paraplanner
Milton Keynes
£35,000-£40,000

Hybrid working
Early finish every Friday,
Exam support and funding +Progression is also available

NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing growth is seeking an experienced Paraplanner to join their buoyant and growing organisation based in the Milton Keynes area who offer a family orientedand friendly working environment who promote development within.

You will be joining a business who pride on delivering bespoke Financial Advice to a diverse Client Bank consisting of high net worth individuals, you will be responsible for providing Paraplanning support to 2 Financial Planners in writing bespoke Suitabilityreports.

**Responsibilities**:
" Report writing, competent with requirements for Bonds, Pensions and Investment vehicles
" Packaging reports
" Proof reading reports
" Printing reports
" Obtaining illustrations, key features, KIIDS and any other associated documents
" Compiling report (binding and printing, as needed)
" Dealing with technical queries
" Communicating with product providers, advisers and clients where necessary
" Product and Fund research, in conjunction with Research Analyst
" Cash Flow Modelling
" Keeping knowledge of products and platforms/providers up to date
" Being part of the CPD structure
" Attending quarterly adviser days
" General administration as required, including some Group Scheme administration and quarterly internal model portfolio management ("CAP")
" Updating back office system (Intelligent Office)
" First line of compliance:
" Checking fact finds
" Checking status of compliance documents (client agreements, AML etc)
" empowerment to bounce back incomplete fact finds to advisers

For more information please contact one of our specialist consultants quoting REF: NJR13406


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