Senior Paraplanner

3 weeks ago


Hertfordshire UK, Eastern England, United Kingdom FS Talent Group Full time

Job - Senior Paraplanner

Industry - Wealth Management

Location - Hertfordshire

Salary - Competitive


Business

An award winning Wealth Manager with circa £1.5b AUM are continuing their expansions plans and are looking for Paraplanners to join their Bishops Stortford 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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