Financial Services Expert
2 weeks ago
Financial Services Expert
About the Role:The role of a paraplanner has become increasingly crucial in the financial advice sector. We are seeking an experienced individual to join our team, where they will contribute to delivering exceptional client service and support.
Key Responsibilities:
- Attend client meetings alongside Financial Planners and Directors to provide comprehensive support.
- Communicate with clients in the absence of the adviser, ensuring seamless continuity of care.
- Provide technical support to colleagues and develop strong relationships with clients.
- Collaborate with Financial Planners and Directors to research and prepare client advice, ensuring accuracy and compliance.
- Prepare client reports and suitability letters, utilizing excellent report writing skills.
- Support advisers with client and product research, as required.
- Conduct due diligence on the market and negotiate with product suppliers to secure the best possible rates for clients.
- Process new business applications efficiently and effectively.
- Develop and maintain client contact and relationships through regular communication.
- Liaise with product providers to obtain pension and investment information, ensuring accurate record-keeping.
- Maintain compliance with regulatory requirements and stay up-to-date with financial products and legislation.
We are looking for an experienced paraplanner or developing professional working within an adviser's office or provider.
Must-Have Skills:
- Strong back-office systems and platforms experience.
- Excellent report writing and communication skills.
What We Offer:
- An attractive salary: £45,000 - £60,000 per annum, depending on experience.
- A close-knit and warm, professional work environment that encourages collaboration and knowledge sharing.
- Hybrid working arrangements, allowing for flexibility and work-life balance.
- Further study support to enhance your expertise and career development opportunities.
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