Paraplanner – Bishops Stortford

Paraplanner - Bishops Stortford focuses on irectly with dedicated advisers and having daily update meetings for all cases.

What the role involves

• Irectly with dedicated advisers and having daily update meetings for all cases.
• Providing technical support to others within the team and assisting advisers with technical queries and calculations.
• Drafting suitability reports ready for adviser sign-off.
• Processing client requests, such as withdrawals and contributions.
• Building cashflow analysis in preparation for client meetings.
• Liaising with clients by phone, email and post on all queries.

Confirmed role details

• Bishops Stortford (Office based, post probation - 1 wfh day per week).
• Full-time (Mon-Fri) 9am – 5:30pm.
• Administrators within the team fall into the centrallised position, to assist with work which falls across all pods.
• Involve working as a paraplanner within the team to ensure the following roles are completed.