Job Title: Qualified Paraplanner
Location: Bury St Edmunds
Job Specification:
* Take phone calls in a professional and courteous manner and deal with a range of enquiries or transfer to another member of staff where appropriate
* Maintain up to date records of vital communication with providers and clients
* Deal with queries on existing business on behalf of advisers or clients
* Manage daily post for advisers, ensuring copies are backed up and relevant information is added to the back office system
* Corresponding directly with clients to make/adjust appointments and potentially manage an adviser's diary
* Prepare client files including proposition documents, anti-money laundering evidence and agency transfer forms
* Generate detailed and accurate material for review meetings, including portfolio reports, investment analysis and Dynamic Planner reports
* Completion of post client review tasks, including outcome letters, instructing transactions and ensuring all regulatory requirements have been met
* Follow a high standard of record keeping ensuring all cases are fully compliant and centralised company registers are updated
* Process new business, liaising closely between the advisers and providers and ensuring that all compliance requirements are met
* Run quotes on a range of platforms and across various products
* Compile reports for existing business and new cases
* Maintain a high standard of organisation, including emails, back-office systems, company spreadsheets and shared folders.
Key Skills:
* Compliance & regulatory adherence
* Accurate record-keeping & case management
* Portfolio reporting & investment analysis
* New business processing & provider liaison
* Financial product knowledge & quoting systems
* Client communication & relationship management
* Professional telephone & written correspondence
* Organisation & time management
* IT proficiency (back-office systems, spreadsheets, platforms)
* Problem-solving & query resolution
* Team collaboration & workflow coordination