Do you have a background in financial services? If so, our client in Grantham could have the perfect role for you!
We are seeking a Senior Paraplanner to provide comprehensive administrative support to our Financial Advisers. The ideal candidate will come from an IFA/wealth background and have exposure to supporting advisers in a technical administration capacity. The role is ideally suited to someone who has worked as a Senior Paraplanner before.
Responsibilities:
* Prepare new business documentation and client review packs
* Assist in producing and updating accurate client portfolio valuations and reports
* Work closely with advisors to interpret and communicate advice based on client’s circumstances, risk profile, and objectives
* Assist advisors in preparing recommendations and suitability reports
* Obtain literature and forms from providers
* Conduct anti-money laundering checks
* Pre-qualify and book appointments with advisers by calling clients
* Maintain accurate records of leads and progress
* Order and ensure up-to-date literature is available for advisers
* Stay updated with relevant product, legislative, and technical changes
The ideal candidate will have level 4 Diploma for Financial Advisors and experience in an IFA/wealth background. Knowledge of tax or trust exposure would be beneficial.
The successful candidate will work both independently and as part of a team, demonstrating excellent communication skills and motivation to excel in a standalone role.
If you are a motivated and proficient individual with a background in financial services, we encourage you to apply for this exciting opportunity.
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