Job Description
Job - Paraplanner
Industry - Wealth Management
Location - St Albans
Salary - Competitive
Business
An award winning Wealth Manager with circa £2B AUM are continuing their expansions plans and are looking for Paraplanners to join their team. This is a great opportunity to work in a collaborative team that trains, supports and enhances peoples careers. With one of the highest employee retention rates I have ever seen, this is clearly a fantastic firm to be a part of.
Your role will involve working in the paraplanning team to ensure the following roles are completed for all advisers:
Administration
* Answering the phone and dealing with queries as and when they arise
* Processing the post when it arrives in the office
* Scanning and adding LOAs to the LOA tracker and processing information requests to providers (sending requests via email and post)
* Chasing policy information with providers
* Ongoing management of the LOA tracker
* Sending out monthly valuations to clients
Paraplanning
* Liaising directly with a dedicated adviser and having daily update meetings for all cases
* Liaising with clients as and when required by phone, email and post
* Compiling research for new business cases
* Drafting suitability reports, generating cover letters, one pagers and other client facing documents when requested.
* Printing and prepopulating any supporting documents required for review meetings
* Updating iO with new fact find information
* Ensure all paperwork is scanned to file appropriately, categorised and subcategorised
* Attending client meetings as and when necessary
Skill set
* Honest, reliable, trustworthy and must act with discretion and integrity at all times
* Excellent written and verbal communication skills
* Excellent telephone manner
* Microsoft Word, Excel and Outlook knowledge
* Excellent interpersonal skills and the ability to deal with people from clients to other staff members in a respectful manner
* Ability to prioritise work and manage own workload efficiently
* Attention to detail
* Able to attend and complete exams under exam conditions
* Level 4 Qualified or working towards this
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