Location: Nr Poole

Salary: to £35k doe

Our client is a well established and growing practice with a  friendly team.  Now recruiting for a Level 4 qualified Paraplanner (or someone who is studying towards that level).

The role of the Paraplanner is to support the team in ensuring the smooth running of the business by providing professional and technical research and report-writing skills to the MD and Team.


Key Responsibilities and Outputs

  • Providing assistance and support to the Team in the delivery of all aspects of paraplanning, report writing and administration
  • Carry out research and due diligence, entering date on analytical software and running and producing reports to assist advisers in making suitable recommendations
  • Supporting Advisers in research and analysis to meet the Client needs and objectives
  • Providing assistance and support to the Team in the delivery of new business administration
  • Provide typing/email correspondence support to the MD and advisers
  • Arrange and manage travel arrangements for the MD and advisers as necessary
  • Prepare and arrange Client annual review appointments as necessary
  • Manage incoming telephone communications on behalf of Team
  • Managing incoming and outgoing business post
  • Scanning documentation as required
  • Managing incoming and outgoing correspondence
  • Managing and recording Client data onto appropriate business systems and files
  • Acting on information received and updating system as required
  • Assisting in the managing of new business recording, submission and tracking to conclusion
  • Liaising with product providers and other relevant third parties
  • Preparing paperwork for client meetings in conjunction with administrators etc
  • Complying with current Fire Safety Law
  • Complying with current Health & Safety legislation
  • Maintaining company filing systems
  • Binding of Reports on behalf of Team
  • Shredding of documents where required
  • Provide a communication link between the Administrator and Advisers


Comments are closed.