Paraplanning Professional

14 hours ago


Leicester, Leicester, United Kingdom Ascot Lloyd group Full time

About the Role

We are currently seeking an experienced Paraplanning Professional to join our Ascot Lloyd Group team. As a key member of our paraplanning team, you will play a vital role in supporting our Financial Advisers and IFA Administrators to deliver exceptional client service.

Your primary responsibility will be to provide high-quality paraplanning support, ensuring that clients receive consistent, compliant, and proactive advice in line with our values. This will involve working closely with our Financial Advisers and IFA Administrators to support the clients' advisory process, providing quality sales support through effective software use, and adhering to set processes and procedures.

Key Responsibilities
  • Provide expert-level paraplanning support to Financial Advisers and IFA Administrators, ensuring seamless delivery of client advice.
  • Develop and implement tailored paraplanning strategies to meet client needs, demonstrating exceptional analytical and problem-solving skills.
  • Ensure compliance with regulatory requirements, industry standards, and company policies, maintaining a strong focus on quality and accuracy.
  • Build and maintain strong relationships with Financial Advisers, IFA Administrators, and other stakeholders, fostering effective collaboration and communication.
  • Maintain accurate records, tracking progress and reporting on key performance indicators, contributing to continuous improvement initiatives.
Benefits

We offer a comprehensive benefits package, including a competitive salary range of £28,000 - £32,000 per annum, opportunities for career growth and development, and a dynamic work environment that supports work-life balance.



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