Job Description
We are currently recruiting for a Financial Planning practice in Kimbolton who are looking to recruit a Paraplanner. This role offers flexible start and finish times - you can start at 8.30 am/9.00 am or 9.30 am and finish at 4.30 pm / 5.00 pm or 5.30 pm. There is also WFH after probation.
The Role
The Paraplanner will provide high-quality, business-focused, and cost-effective admin support to an Adviser and the clients of the Company. They will need to demonstrate a proactive approach in all areas of their work.
The Person
The ideal candidate should possess:
* The capability to communicate effectively with people at all levels
* A high level of commitment to their role and the Company
* The ability to maintain high standards of work and a positive attitude at all times
* The ability to show empathy towards team members
* An understanding of the Company’s direction and goals, with commercial awareness of targets, business focus, and ongoing sales campaigns
* The capability to retain knowledge of products arranged by the Company
* A high level of customer service and a proactive approach to using the Company’s systems and procedures
* Proven organisational and administrative skills
* A good knowledge of compliance and regulatory requirements
* A professional business manner at all times
Core Tasks
The core tasks include:
* Providing support for the Adviser
* Analyzing data and using research tools to meet client needs and objectives
* Researching the best products from the entire market and documenting the research
* Interpreting data obtained during client meetings
* Obtaining outstanding information as necessary
* Carrying out tasks in compliance with procedures and requirements
* Participating in regular meetings with Broker Consultants to stay updated on product availability
* Participating in Monthly Staff/Consultant meetings
* Preparing quotes using available tools
* Constructing suitability letters
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