Paraplanner (Pensions) (Permanent)

2 weeks ago


Wootton Bassett Wiltshire, United Kingdom CleverHR Full time

depending on experience) + Bonus scheme
Junior Paraplanner
depending on experience) + Bonus scheme
We are delighted to be supporting this Financial Planning firm who build personal, long-term relationships with their clients founded on trust, providing them with ongoing advice and a first class service. They are a growing firm looking for a Junior Paraplanner to join the team and assist in this mission.
Junior Paraplanner - Role Overview
~ To support the Advisors to help them when informing & advising clients on financial strategies, plans and products. Prepare and organise the technical tasks, illustrations, and reports as required.

Fully analyse clients’ requirements, develop cash flow models and accurately record client data;
Research and analyse financial products to meet client requirements and objectives;
Take full responsibility for the client files and back office IT records throughout the advice process;
Deal with general client queries by supporting the advisors and Client services team – Including but not limited to Pension Withdrawals / Trust Amendments /Investment Withdrawals / Bereavements
Project a professional image in both appearance and attitude and provide quality support on time to agreed standards; 
Previous experience of dealing with client enquiries, with the ability to investigate concerns / complaints and provide a satisfactory solution.
Previous Financial Services Admin / paraplanning experience within an IFA or Wealth Management environment (essential);
Experience in the administration of Wealth Management Products Pension / Protection / Mortgage / IHT and Investment products(Desirable)
Broad experience of Microsoft Office (Outlook, Word, Excel); 
Enthusiasm to help clients.
Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
Open to change with a creative approach to problem solving
Roles include Financial Advisers/Wealth Managers, Paraplanners, IFA Administration and Compliance professionals.
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