Paraplanner - Hybrid/flexible Working
1 month ago
Our client is an outstanding independently owned wealth management group is looking for a Paraplanner to join their fast-growing support team. The successful candidate will work alongside their Financial Advisers and existing Paraplanners.
Communicate directly with clients on behalf of the Advisers, including telephone underwriting and update client records and business trackers promptly and accurately;
* Maintain a high technical knowledge of products and processes through ongoing training and self-development. Meet quality targets, CPD, and KPIs.
* Contribute to staff meetings and process improvement sessions to help the Company achieve its goals;
* Assist the administrative support team by providing constructive feedback and training input if required;
Level 4 Diploma in Financial Planning or near completion of;
* Demonstrable experience working as a Paraplanner or Adviser, preferably within an independent financial practice;
* A detailed understanding of pensions, investments, protection and tax planning;
* Excellent report writing and communication skills;
* Experience with Intelligent Office and other financial advice software
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