My client is a well-respected Wealth Management firm based just outside of Milton Keynes and they are looking for a Junior Paraplanner to provide an ongoing service to the Advisers in the business. You will be expected to provide file preparation, business submission, compliance and general client administration.
• Maintain compliant client files
• Ensure that all suitability letters and CFRs are fully complete
• Complete all non-technical replacement cases e.g. ISA transfers
• Complete all new business submission as efficiently as possible
• Monitor business and CCD regularly to ensure system accurately reflects current position
• See all business through to issued status
• Deal with client queries when required appropriately
• FPC 1, 2 & 3/ CeFA or equivalent referred but not essential
Due to the overwhelming application response, we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.