Paraplanner

Adecco are currently supporting our client in recruiting for a Paraplanner for a well-established Financial services company based in Kettering.

Job title: Paraplanner
Salary: 40k
Location: Kettering
Hours: Monday - Friday (9am - 5pm)
Job Type: Permanent

Role Overview:
To provide a professional level of support as a Paraplanner to the MD and a team of Advisers in servicing the demands of all aspects of client work.

Job Responsibilities:

• Respond to all communications in a timely fashion
• Produce discussion documents and suitability reports
• Using relevant tools research product suitability and services ensuring that our clients have the best "whole of market advice" made available to them when they need it
• Input into and follow the Company Central Investment Proposition
• Prepare and save, as per company guidelines, relevant technical paperwork in order that the administrators can prepare for adviser client meetings, ensuring that all deadlines are met
• Ensure that all relevant paperwork is prepared and ready for presentation to the client by the adviser
• Follow up and discuss with the provider, adviser, client or administrator as necessary ensuring a regular communication flow in order that business is concluded
• Ensure registers and logs are kept up to date and reviewed on a regular basis
• Take responsibility for dealing with client issues in order to lead to a satisfactory conclusion
• Keep up to date with legislative changes, attending seminars, briefings and meeting with broker consultants relevant to the Paraplanning role
• Regularly communicate on compliance matters as they arise with colleagues
• Ensure that all compliance procedures relevant to your area of expertise are in place and adhered to by colleagues ensuring the Compliance Officer is aware of any important issues
• Make sure that colleagues are aware of any changes to key technical material in a timely and professional manner
• Pass details relating to producing invoices for clients to the Office Manager
• Work as part of a team with the other paraplanners ensuring Company guidelines are adhered to
• Ensure the Company database is kept up to date
• Carry out ad hoc project and administration work as requested by the Management Team
• Take an appropriate role in seminars and events

Company benefits:

25 days plus bank holidays
Free car parking
Auto enrolment pension scheme (employee 5% employer 3% contributions)
3 x salary death in service scheme after probation period 6 month
Company sick pay scheme after probationary period

If you have any further questions please contact Adecco Kettering & Wellingborough on (phone number removed).

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

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