Paraplanner

• The paraplanner is to prepare Suitability Reports, based upon information received from the Advisers
• The paraplanner is to supervise the administrative staff in the preparation of relevant material for submission to the client with letters of advice
• The paraplanner is to follow company procedures for recording chargeable and non-chargeable time worked
• The paraplanner is to bill, in a timely manner, for all chargeable work
• When advisers are absent the paraplanner is to monitor cover for essential duties being given by other advisers
• The paraplanner is to alert the relevant adviser of any review events and is to initiate the appropriate letter for the adviser's approval
• The paraplanner is to oversee the delivery of accurate valuations to clients by Administrative Staff, according to 1st Diary prompts
• Where appropriate the paraplanner is to draft a covering letter for valuations for adviser approval
• The paraplanner is to oversee all other general tasks carried out by all administrative staff
• The paraplanner is responsible for the continuing update of allocated information on the website according to procedures

• At least 2 years relevant experience in an IFA environment – Diploma (Level 4)
• Degree educated
• IT systems - Outlook, MS Word essential, Excel
• IFA Office procedures and compliance
• Financial products
• Pension and Investment knowledge
• Letter writing
• Financial Product Research
• Excellent customer handling
• Able to multi-task and set own priorities to meet conflicting deadlines
• Experience of a fee based environment

• Salary DOE
• Holiday 22
• Gym discounts
• Discretionary bonus
• Annual salary increase in line with RPI
• Death in service
• Pension
• Health Plan

First 4 Personnel