Paraplanner
6 days ago
Job - Paraplanner
Industry - Wealth Management
Location - Hertfordshire
Salary - Competitive
Business
An award winning Wealth Manager with circa £2B AUM are continuing their expansions plans and are looking for Paraplanners to join their team. This is a great opportunity to work in a collaborative team that trains, supports and enhances peoples careers. With one of the highest employee retention rates I have ever seen, this is clearly a fantastic firm to be a part of.
Your role will involve working in the paraplanning team to ensure the following roles are completed for all advisers:
Administration
- Answering the phone and dealing with queries as and when they arise
- Processing the post when it arrives in the office
- Scanning and adding LOAs to the LOA tracker and processing information requests to providers (sending requests via email and post)
- Chasing policy information with providers
- Ongoing management of the LOA tracker
- Sending out monthly valuations to clients
- Ensuring compliance documents are in date and on iO
Paraplanning
- Liaising directly with a dedicated adviser and having daily update meetings for all cases
- Liaising with clients as and when required by phone, email and post
- Compiling research for new business cases
- Drafting suitability reports, generating cover letters, one pagers and other client facing documents when requested.
- Printing and prepopulating any supporting documents required for review meetings
- Updating iO with new fact find information
- Ensure all paperwork is scanned to file appropriately, categorised and subcategorised
- Attending client meetings as and when necessary
Skill set
- Honest, reliable, trustworthy and must act with discretion and integrity at all times
- Excellent written and verbal communication skills
- Excellent telephone manner
- Microsoft Word, Excel and Outlook knowledge
- Excellent interpersonal skills and the ability to deal with people from clients to other staff members in a respectful manner
- Ability to prioritise work and manage own workload efficiently
- Attention to detail
- Able to attend and complete exams under exam conditions
- Level 4 Qualified or working towards this
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