Senior Paraplanner

Job - Senior Paraplanner

Industry - Wealth Management

Location - Hertfordshire

Salary - Competitive

Business

An award winning Wealth Manager with circa £1.5b AUM are continuing their expansions plans and are looking for Paraplanners to join their Bishops Stortford team. This is a great opportunity to work in a collaborative team that trains, supports and enhances peoples careers. With one of the highest employee retention rates I have ever seen, this is clearly a fantastic firm to be a part of.

Your role will involve working in the paraplanning team to ensure the following roles are completed for all advisers:

Administration

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

Paraplanning

• Liaising directly with a dedicated adviser and having 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 meetings
• Updating iO with new fact find information
• Ensure all paperwork is scanned to file appropriately, categorised and subcategorised
• Attending client meetings as and when necessary

Skill set

• 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
• Level 4 Qualified or working towards this