We are currently recruiting for a Financial Planning practice based in St Albans who are looking to recruit a Paraplanner.
Location: St Albans(Office based, post probation - 1 wfh day per week)
Hours: Full-time (Mon-Fri) 9am – 5:30pm
Overview
The paraplanning team consists of paraplanners, administration staff and trainee advisers. Some of the team are split into pods (smaller sub-teams) and others have a centrallised approach to work items. Administrators within the team fall into the centrallised position, to assist with work which falls across all pods. Your role will involve working as a paraplanner within the team to ensure the following roles are completed. You will be linked to advisers which are subject to change.
Your role will involve working as a paraplanner within the team to ensure the following roles are completed. You will be linked to advisers which are subject to change.
Main Paraplanning & Administration Responsibilities:
• Liaising d
irectly with dedicated advisers and having daily update meetings for all cases
• Providing technical support to others within the team and assisting advisers with technical queries and calculations
• Compiling research for new business cases
• Drafting suitability reports ready for adviser sign-off
• Processing client requests, such as withdrawals and contributions
• Building cashflow analysis in preparation for client meetings
• Liaising with clients by phone, email and post on all queries
• Attending client meetings as and when necessary
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• Generating cover letters, one pagers and other client facing documents
• Printing and pre-populating any supporting documents required for review meetings
• Answering the phone and dealing with queries as and when they arise
• Ensure all paperwork is scanned to file appropriately, categorised and subcategorised
• Using workflows to track new business cases on iO
• Updating iO with new fact find information
• Processing LoAs / chasing policy information with providers
• Sending out monthly valuations to clients
• Ensuring compliance documents are in date and on iO
Skill Set
• Proven paraplanning experience
• Level 4 Diploma qualified or close to achieving this (R01–R06)
• Strong technical knowledge of financial products and services
• Effective leadership and mentoring abilities
• Excellent communication and interpersonal skills
• High attention to detail and ability to manage workloads effectively
• Honest, reliable, trustworthy and must act with discretion and integrity