Senior Paraplanner
Are you looking for your new career as a Senior Para Planner? If so our client based in Grantham could be the perfect role for you!
You will need to be adaptable, organised, and motivated individual, capable of working on your own initiative and as part of a small, super friendly team, this really is an exciting and challenging role. With a variety of tasks and responsibilities, you will have the opportunity to develop and learn your skills in multiple areas of the business.
Your Key Responsibilities & Accountabilities:-
- Preparing new business documentation and client review packs
- Assisting with the production and update of accurate client portfolio valuations and reports
- Working closely with the advisor's to interpret and communicate advice based on client’s circumstances, risk profile and objectives
- Assisting the advisor's with preparing recommendations and suitability reports
- Obtaining literature and forms from providers
- Obtaining and conducting anti money laundering checks
- Calling clients to pre-qualify and book appointments with advisers
- Record leads and ensure accurate records are maintained as to progress
- Ordering and ensuring up to date literature is available for advisers
- Keeping up to date with all relevant product, legislative and technical changes
Essential Experience & Skills:-
- The successful candidate will ideally come from an IFA/wealth background and have exposure to supporting advisers in a technical administration capacity
- Knowledge across investments, pensions, and protection/life cover, with tax or trust exposure.
- The role is ideally suited to an experienced Senior Paraplanner. The candidate must be an excellent communicator, proficient and motivated to work on a stand-alone basis and who works equally well as part of a team.
- Flexibility to be available to meet deadlines.
- Excellent communication skills, including telephone, emails, and physical documents.
- High attention to detail in regards your own output and to support colleagues in other areas.
- Positive and proactive approach.
- Level 4 Diploma for Financial Advisor's.
The salary will be discussed at interview stage and will be dependent on experience, with working hours being Monday to Friday, 9am - 5:30pm (with 1 hour lunch).
Interviews will take place as applications are received, so don't delay in applying. Therefore, please contact Nicola Blennerhassett and quote J9966.
Reflect Recruitment Group is acting as the Employment Business under the Employment Agencies Act 1973