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Paraplanner

Availability: 1 month

Sector: Finance

Reference: 36014

Expectations: £34000

Considered Locations: Gloucestershire

Skills & Experience:

Financial Qualifications
Diploma and Regulated Diploma in Financial Planning
Certificate in Mortgage Advice
Financial Planning Certificates 1, 2 and 3

⦁ Carrying out data gathering from fact finding, to contacting providers for information. This includes sitting in on some client meetings.
⦁ Preparing reports using the company’s suitability system.
⦁ Preparing packs prior to presentation meetings, including compliance paperwork, suitability letter and application forms.
⦁ Processing application forms and servicing requests – both via paperwork and online system.
⦁ General administration duties – answering telephone, greeting clients and opening post.

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