Job Description

Job description

National Financial Planning business is looking to expand their Paraplanning team where you will support Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature.

RESPONSIBILITIES

  • Obtain information on existing policies; this will include issuing a letter of authority, chasing up providers regularly and obtaining the information either online, over the telephone or in writing.
  • Produce new business illustrations
  • Prepare information/comparisons for analysis by the Paraplanner and Adviser. This will cover the use of Pulse, IMAGO, Iress and other financial planning software.
  • Request and obtain application forms and other associated paperwork.


    • Successful candidate will have:

  • Progression with Regulated Diploma in Financial Planning (CII).
  • Understanding of the Financ...

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