Paraplanner

3 weeks ago

St Albans, United Kingdom Kingswood Group Full time

Kingswood Group are excited to be working with a growing financial services firm to assist them in recruiting a new Paraplanner to join their St Albans office. Open to level of experience, this firm can either offer a platform to learn or the opportunity to join at a more senior level and grow.

The position:

Working within a well established paraplanning team, which consists of paraplanners, administration staff and trainee advisers, the successful candidate will be providing the wider team with centralised support.

Duties will include;

Administration duties including;

  • Answering the phone and dealing with queries as and when they arise
  • Processing post
  • Scanning documents and adding to the tracker
  • Chasing policy information with providers
  • Ongoing management of the tracker
  • Sending out monthly valuations to clients
  • Ensuring compliance documents are in date
  • Processing information requests to providers (sending requests via email and post)

Paraplanning duties include;

  • Liaising directly with a dedicated Adviser
  • Daily update meetings for all cases
  • Liaising with clients as and when required by phone, email and post
  • Compiling research for new business cases
  • Drafting suitability reports, generating cover letters, one pagers and other client facing documents when requested.
  • Printing and prepopulating any supporting documents required for review meeting

Required skills:

• Honest, reliable, trustworthy and must act with discretion and integrity at all times

• Excellent written and verbal communication skills

• Excellent telephone manner

• Microsoft Word, Excel and Outlook knowledge

• Excellent interpersonal skills and the ability to deal with people from clients to other staff members in a respectful manner

• Ability to prioritise work and manage own workload efficiently

• Attention to detail

• Able to attend and complete exams under exam conditions

Benefits offered:

  • 25 days holiday + BH
  • Pension
  • Annual bonus

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