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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
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...
Company Name: North Oak Recruitment Ltd
Advertised On: UJOB (Vazzee UK Limited)
Date Posted: 04 November 2011
