Para Planner

Welwyn Garden City
30000.00 - 40000.00 GBP Annual
09 Nov 2016
02 Dec 2016
Contract Type
Full Time
Para planner

GBP30,000 - GBP40,000

Welwyn, Hertfordshire

Are you a qualified Para Planner? Proven track record in delivering high quality & detailed work? Then we've got the perfect role for you. An ambitious financial firm based in the heart of Welwyn, is looking for a dedicated and confident team player to join its growing business.

If you're someone who is passionate about their profession, bursting with new ideas and wants to work in a collaborative, friendly and highly productive environment then read on.


* Monthly and annual performance bonuses
* 20 days annual Holiday
* Pension plan
* Sponsorship of professional Qualifications
* Life Cover x2 of salary after 1 years service
* 5 hours

As part of a team of other dedicated financial experts you'll be helping clients have a better understanding of Wills & Probate.

To deliver the level of service expected of a Para Planner you must have:

* CeFA Qualified
* Strong analytical skills with excellent attention to detail skills
* The ability to adapt and driven to improve process
* Experience as a Para planner


* Logging tasks on back office system
* Managing the client review process
* Product research and quotations
* Letter and report writing
* Assist with managing diary
* Processing new business
* Platform usage
* Investment Bond withdrawal taxation
* Assisting Financial Adviser with improving and refining research, financial planning and administration processes
* Managing cash balance levels on platforms to ensure smooth payment of advice fees
* Provide admin support for Probate Department
* Liaising with clients and third party companies in relation to estates
* Client account tasks re. money rec'd and paid out
* Future business - liaising with Will & Trust department.
* Estate accounts - checking and drawing up estate accounts at the end of administration period

Don't miss out on the chance to work alongside and learn new skills from some of the most talented people in the UK, apply today.

Randstad Business Support acts as an employment business when supplying temporary staff and as an employment agency when introducing candidates for permanent employment with a client. Randstad Business Support is an equal opportunities employer and decisions are made on merits alone.

Why not listen to some of the inspiring stories from our candidates and their one piece of career advice. It's just a few of the thousands of people who have found success in their working lives with Randstad. Visit (url removed)/how-i-became to find out what you could become