St Albans
Clark James Recruitment are working with a highly regarded Wealth Management business.
Job Title
PARAPLANNER
Location: St Albans
Due to further expansion within their business, our client is looking to recruit an experienced Paraplanner to join the team in their St Albans office.
Role
* The paraplanning team consists of paraplanners, administration staff and trainee advisers.
* Your role will involve working as a paraplanner within the team to ensure the following roles are completed.
* You will be linked to advisers which are subject to change.
* Liaising directly with dedicated advisers and having daily update meetings for all cases.
* Providing technical support to others within the team and assisting advisers with technical queries and calculations.
* Compiling research for new business cases.
* Drafting suitability reports ready for adviser sign-off.
* Processing client requests, such as withdrawals and contributions.
* Building cashflow analysis in preparation for client meetings.
* Liaising with clients by phone, email and posting all queries.
* Attending client meetings as and when necessary.
* Generating cover letters, one page documents and other client facing documents.
* Printing and pre-populating any supporting documents required for review meetings.
* Answering the phone and dealing with queries as and when they arise.
* Ensure all paperwork is scanned to file appropriately, categorised and subcategorised.
* Using workflows to track new business cases on iO.
* Updating iO with new fact find information.
* Processing LoAs / chasing policy information with providers.
* Sending out monthly valuations to clients.
* Ensuring compliance documents are in date and on iO.
Candidate
* Proven paraplanning experience.
* Level 4 Diploma qualified or close to achieving this (R01–R06).
* Strong technical knowledge of financial products and services.
* Effective leadership and mentoring abilities.
* Excellent communication and interpersonal skills.
* High attention to detail and ability to manage workloads effectively.
* Honest, reliable, trustworthy and must act with discretion and integrity.
Package
* Excellent basic salary.
* Excellent benefits.
* Office based 4 days a week, 1 day working from home.
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