One of our existing clients is based on the outskirts of Durham and we’ve been instructed to find them an additional Paraplanner, as they’re super busy! All their business comes from referrals and they really focus on delivering an exceptional service to their clients. As they are a Chartered Firm, they love individuals who want to achieve Chartered status and provide a great study package.

You’ll be working alongside a small team of Paraplanners and your responsibilities will include:-

• Preparing for client annual reviews, producing valuation reports, costs & charges, cash flow models
• Completing tax specific calculations, requiring technical knowledge
• Preparing illustrations and presentation documents for the advisory team
• Collating client information and preparing suitability reports
• Producing suitability reports and post-review letters
• Regularly liaise with the adviser on ongoing cases
• Managing cases to completion and working with internal processing systems
• Ensuring that work is processed compliantly and in a timely manner
• Liaising with colleagues and third parties on a daily basis
• Ensure as account manager, your client cases are reviewed prior to meeting to ensure file correct and nothing is outstanding
• Occasional attendance at client meetings
• Supporting the admin team with chasing new business and resolving any issues
• Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally