We are currently recruiting for a FTSE 100 Wealth Management firm in Wallingford who are looking for a Paraplanner to join their team.
The Paraplanner has a key role in delivering ‘excellent’ client service to clients of the business. The Paraplanner is responsible for client report writing, ‘placing’ of investments and other administration generated from client meetings and other incoming telephone, email and postal queries.
Main Duties & Responsibilities
1. Managing the client’s financial information and documents including collating quantitative information from various sources and updating/creating the Client Financial Review documents;
2. Following up actions from client meetings and responding to client telephone, email and post queries, as delegated to you by Partner/team leader;
3. Responsible for Preparation of suitability letters, reports and financial plans;
4. Completion of various application forms and documentation on the client’s behalf;
5. Transacting complex client investments and ensuring that deals are carried out in line with instructions;
6. Point of contact for providers/3rd parties in relation to technical and complex administrative queries;
7. Can provide up to date feedback and updates on all client cases when required to Partner/Advisor and management team;
8. Updates and maintenance of the Client Relationship Management (CRM) system and other IT systems;
9. Using computer systems and following team processes to ‘place’ straightforward investments;
10. Preparing simple client reports in accordance with the agreed recommendations
Skills and Experience
Essential
11. Diploma/Certificate in Paraplanning or Financial planning;
12. Excellent inter‐personal skills, both written and verbal, especially good report writing skills;
13. Prioritises and plans own workload meticulously including ability to multi‐task effectively;
14. Good numeracy with an excellent attention to detail and ability to analyse statistics;
15. Ability to apply processes rigorously to promote effective and efficient working;
16. Experience of office administration and working in a professional environment;
17. Strong team working skills with the ability to work collaboratively and co-operatively with colleagues;
18. Assertive and confident manner;
19. Ability to work under pressure and to tight deadlines;
20. Ability to deal with sensitive information with discretion and to maintain client confidentiality at all times;
21. Excellent IT skills including working knowledge of Microsoft Office Word, Excel, PowerPoint and Outlook
Desired
22. Previous work experience in Financial Services; and
23. Experience of using Salesforce and/or Client Relationship Management systems.