Job Description
Paraplanners
Salary: £ neg
Location: London, London
Type: PERM
Ref: VR/05023
To assist Wealth Planners with the delivery of Wealth Planning services to new and existing clients, through the production of wealth planning reports. Key accountabilities Liaise with Wealth Planning administrators and Wealth Planners to ensure all required information for report production is obtained in a timely manner Ensure product research is kept up to date Production of client reports within agreed timescales Obtain and prepare paperwork required for client meetings and business submission Deal with all forms of client communications including, where necessary, arranging client meetings for the Wealth Planners Build technical Knowledge to achieve chartered financial planner status Competencies/skill set Getting Things Done Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure. Communication & Sharing Knowledge Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology. Customer Service Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service. Effectiveness & Adaptability Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change. Team Working Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others. Client focus and concern for quality ensuring client satisfaction and retention Actively participate in the sharing of knowledge to both Wealth Planners and Brokers Maintain a full and proper understanding of the financial services market Deal with issues promptly and appropriately Qualifications/experience required Educated to degree level or equivalent DipPFS or equivalent as a minimum 3 years industry experience in administration or paraplanning role preferred but not essential Previous use of First software or Intelliflo is advantageous Previous use of Voyant or alternative Cashflow software is advantageous Reporting line Paraplanning and Training Manager