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Job Details
Company Badger Associates Ltd
Job Title: Paraplanner
Job Category: Compliance / Compliance / Regulatory
Job Description:
Financial Paraplanner - Norfolk - £35-40k pa Our Norfolk based client has an immediate vacancy for a skilled and experienced Paraplanner to join their team in one of the region's most successful Independent Financial Advice practices. In this non-advising position the Paraplanner will be responsible for general administration, research and report writing duties in support of the advice process. Please help us all by only applying if you are a "skilled and experienced Paraplanner". The successful candidate will attend relevant training courses, networking events and accompany the Managing Director on important meetings while keeping their knowledge up to date through Competent Adviser programme and trade journals. You will also liaise and attend meetings with professional connections. A major part of the role will be to complete New Business/Review checklists which include communicating with providers for policy information, quotations and paperwork. You will be familiar with a range of research and back office tools. Preparing Policy Implementation and Arrangement Documentation. Communication with clients by phone, post and email. The role has an excellent salary to £35-40,000 per annum and there are additional benefits associated with this exciting and professional role.

Employment type: Permanent
Salary/Hourly Rate: From: 35000 To: 40000 £ GB
Min. Qualifications:
Min. Experience (Years): Unspecified
Job Location: Norwich - Norfolk - UK
Post Date: 13 Feb 2018
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