Paraplanner - Sutton Coldfield To & amp;pound;30,000 Inc Benefits from Jobs UK

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Job Details

Position: Paraplanner - Sutton Coldfield To & amp;pound;30,000 Inc Benefits

Location: Sutton Coldfield,West Midlands

Position Type: employed

Sectors/Categories: accountancy

Salary: GBP 30000.00


Job Description

Paraplanner Sutton Coldfield
20000 c27000 Pension DIS Critical Illness Income Protection and 25 days holiday bank holidays

Our client is a prestigious IFA dealing with HNW clients and they are looking for an experienced paraplanner to join their existing lively team of paraplanners and sales support administrators

Main Purpose of Role

To effectively support the Financial Planners in order to achieve the agreed business objectives providing market leading service in a customer focused efficient compliant and costeffective manner

Main Duties

Support Sales through research and preparation completing risk questionnaires Investment Plans Suitability Letters Quote and Application preparation
Prepare agenda and paperwork for client review meetings
Submission of new business proactively pushing through and ensuring fees are received in a timely manner
Ensure all business written is compliant
Produce quarterly va...


Advertiser Information

Company Name: North Oak Recruitment Ltd

Advertised On: UJOB (Vazzee UK Limited)

Date Posted: 04 November 2011


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