Adecco are currently supporting our client in recruiting for a Paraplanner for a well-established Financial services company based in Kettering.
Job title: Paraplanner
Salary: £40k
Location: Kettering
Hours: Monday - Friday (9am - 5pm)
Job Type: Permanent
Role Overview:
To provide a professional level of support as a Paraplanner to the MD and a team of Advisers in servicing the demands of all aspects of client work.
Job Responsibilities:
Respond to all communications in a timely fashion
Produce discussion documents and suitability reports
Using relevant tools research product suitability and services ensuring that our clients have the best "whole of market advice" made available to them when they need it
Input into and follow the Company Central Investment Proposition
Prepare and save, as per company guidelines, relevant technical paperwork in order that the administrators can prepare for adviser client meetings, ensuring that all deadlines are met
Ensure that all relevant paperwork is prepared and ready for presentation to the client by the adviser
Follow up and discuss with the provider, adviser, client or administrator as necessary ensuring a regular communication flow in order that business is concluded
Ensure registers and logs are kept up to date and reviewed on a regular basis
Take responsibility for dealing with client issues in order to lead to a satisfactory conclusion
Keep up to date with legislative changes, attendin...