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, attending seminars, briefings and meeting with broker consultants relevant to the Paraplanning role
* Regularly communicate on compliance matters as they arise with colleagues
* Ensure that all compliance procedures relevant to your area of expertise are in place and adhered to by colleagues ensuring the Compliance Officer is aware of any important issues
* Make sure that colleagues are aware of any changes to key technical material in a timely and professional manner
* Pass details relating to producing invoices for clients to the Office Manager
* Work as part of a team with the other paraplanners ensuring Company guidelines are adhered to
* Ensure the Company database is kept up to date
* Carry out ad hoc project and administration work as requested by the Management Team
* Take an appropriate role in seminars and events
Company benefits:
25 days plus bank holidays
Free car parking
Auto enrolment pension scheme (employee 5% employer 3% contributions)
3 x salary death in service scheme after probation period 6 month
Company sick pay scheme after probationary period
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