Paraplanner

2 weeks ago

Norwich, United Kingdom GCB Agency Recruitment Full time

Are you an experienced Paraplanner looking to work for a busy IFA?

My client is a boutique wealth planning firm. They have built the Company on integrity and trust because doing what is right for their clients is best for their business.

An excellent opportunity to work as a Paraplanner within a close-knit, busy, and successful team. This position is to provide exceptional quality technical and general administrative support to the financial advisers and other members of a busy and successfulteam. This is a demanding role assisting the team in delivering an outstanding holistic financial planning service to new and existing HNW clients, often with high expectations and complex planning needs. The role will suit an experienced administrator whoenjoys working autonomously in a driven and high-performing team.

**Responsibilities of a Paraplanner**:

- Provide a high level of technical support
- Ensure all compliance procedures and client files are maintained to a high standard
- Preparation and writing of reports for clients on financial planning matters
- Undertake research as required for specific projects, i.e., on providers and investments
- Obtaining quotations, valuations, and other relevant literature to accompany client reports
- Preparation of packs for meetings with clients including investment valuations
- Provide tax packs
- Maintain annual Client review process by reviewing portfolios and writing review letters and updating systems.
- Liaising with Admin/Support to arrange Client review meetings where applicable
- Preparing New Business checklists to pass to the Administration Department after checking Applications, anti-money laundering documents and illustrations before the business is placed for clients. Update new Client Progress & Compliance and Monitoring sheet.
- Undertake ad hoc projects as required
- Attend client meetings, when required, with advisers, and contribute to such meetings
- Attend and contribute to regular team meetings as required
- Cash flow planning

**Requirements of a Paraplanner**:

- Good planning and organisational skills
- Minimum 2 years in a paraplanning role
- Level 4 Qualified or close to completing
- Excellent communication skills
- Attention to detail
- Honesty, integrity, and the ability to maintain good working relationships are key attributes
- Focused and responsive to the need to deliver a high quality of service
- Capable of working in a team and independently with the ability to manage own workload
- Good time management skills and ability to work under pressure to meet specific deadlines

**Benefits for a Paraplanner**:

- Basic Salary £38,000 - £48,000
- Closed over Christmas
- Hybrid working
- Bonuses
- Parking
- Monday - Friday 9 am - 5 pm
- Study support, with extra benefits.

This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage

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