Paraplanning Expert

About the Company

We are a multiple award-winning financial planning firm with a proven track record of delivering exceptional results. Our team of experts provides bespoke financial planning advice to individuals and businesses across various areas, including investment, Inheritance Tax, and retirement planning.

Job Description

This role is ideal for a motivated and experienced Paraplanning and Administration professional looking to take their career to the next level. As a key member of our team, you will be responsible for a range of tasks, including processing new business applications, maintaining client records, and preparing suitability reports.

Your Key Responsibilities

• Processing new business applications and income withdrawals
• Maintaining client records on Intelliflo Office
• Responding to client enquiries and resolving issues professionally
• Requesting plan information from product providers and sending letters of authority
• Preparing suitability reports for new business cases and post-annual review reports

Requirements

To succeed in this role, you will need:

• Relevant experience in a financial planning office, either as a junior Paraplanner or Administrator
• Strong knowledge of Intelliflo Office and other relevant systems
• Excellent communication and problem-solving skills
• A collaborative approach to working with financial advisers

Benefits

This is a fantastic opportunity to join a dynamic team and take your career to new heights. We offer competitive salaries, flexible working arrangements, and ongoing training and development opportunities.

Salary: £38,000 - £48,000 per annum (dependent on experience)

Skills and Qualifications: Financial Planning, Intelliflo Office, Paraplanning, Administration, Investments, Pensions, IHT