Our client is looking for an experienced Paraplanner to join their team, based in their Newcastle office. You will help to deliver high-level and complex reports to clients, supporting the advisers in providing expert financial advice.
This will be a hybrid working role, based 2-3 days a week in Newcastle.
Main responsibilities
· The client is at the heart of their values and therefore all communication should be bespoke to them and written in concise Plain English.
· Ensure the advice you provide is considerate to the client and appropriate, and if not, have the confidence to challenge the Partner.
· You will be required to keep up to date with all relevant training and best practice to enable this standard to be met.
· This includes company and departmental training, competence, and development initiatives.
· Commitment to pass basic internal financial industry exams set by within 3 months of employment.
· Regularly provide workflow updates to Partners regarding their cases so they feel in control and can manage client expectations.
· Have a thorough understanding of the the Company's advice process, reporting format, pre-approval process and regulatory requirements.
· Work closely with other Paraplanners and the Paraplanner Team Leader to share ideas and best practice. This includes:
· All aspects of a good customer experience.
· Assist your paraplanning colleagues in busy periods.
· Identifying any process improvements that can be made.
· Continue to effectively promote the Central Paraplanning Team’s positive team culture and dynamic by working closely with other teams and departments.