Paraplanner

Adecco; Kettering; On-site; GBP 40,000

Job description

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:

1. Respond to all communications in a timely fashion
2. Produce discussion documents and suitability reports
3. 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
4. Input into and follow the Company Central Investment Proposition
5. 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
6. Ensure that all relevant paperwork is prepared and ready for presentation to the client by the adviser
7. Follow up and discuss with the provider, adviser, client or administrator as necessary ensuring a regular communication flow in order that business is concluded
8. Ensure registers and logs are kept up to date and reviewed on a regular basis
9. Take responsibility for dealing with client issues in order to lead to a satisfactory conclusion
10. Keep up to date with legislative changes, attending seminars, briefings and meeting with broker consultants relevant to the Paraplanning role
11. Regularly communicate on compliance matters as they arise with colleagues
12. 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
13. Make sure that colleagues are aware of any changes to key technical material in a timely and professional manner
14. Pass details relating to producing invoices for clients to the Office Manager
15. Work as part of a team with the other paraplanners ensuring Company guidelines are adhered to
16. Ensure the Company database is kept up to date
17. Carry out ad hoc project and administration work as requested by the Management Team
18. 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.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.