Northampton
19/04/2024
Type of Position: Paraplanner - Northampton
Pay: £30k - £35k
Paraplanner - Northampton
We are looking for an experienced Paraplanner for our client, based near Leicester, to join their expanding team. You will be working for a dynamic wealth management firm that offers holistic Financial Advice to clients around the world.
Responsibilities:
1. Working closely with product providers to obtain information and process business.
2. Preparing recommendations for clients alongside advisers and writing suitability reports.
3. Answering client enquiries via telephone and email, resolving these in a professional and timely manner.
4. Preparing and organising client meetings, including drafting meeting agendas, preparing presentation materials, and following up on action items.
5. Preparing review documents for clients including bespoke illustrations and valuations.
6. Conducting detailed analysis of investments, assessing performance and cost.
7. Ensuring compliance with industry regulations and internal policies in all financial plans and recommendations.
Experience & Qualifications:
1. At least 1 year experience working as a paraplanner or within a financial advisory firm.
2. Previous St James's Place experience would be strongly advantageous.
3. Intermediate level Microsoft Suite – Outlook, Office, Word and Excel.
4. Confident communicating with clients and 3rd party providers.
5. Excellent attention to detail, organisational, and time management skills.
6. Open to receiving candid feedback in order to enhance your progression.
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