Paraplanner
* Location: Caerphilly on a hybrid basis after settling in period/sign off - then a minimum of 2 days in the office
* Job Type: Full-time
* Salary: depends on experience, qualifcations and skills - £38 - 45k plus benefits
We are seeking a dedicated Paraplanner to join our team. This role involves managing a diverse workload, prioritising effectively to meet client needs, and maintaining high standards of compliance and professionalism. The ideal candidate will have a strong background in financial planning and be adept at preparing detailed client reports and presentations.
Day-to-day of the role:
1. Manage and prioritise workload to ensure efficient client service.
2. Interact with prospects and clients to collect and collate information for new business enquiries and ongoing reviews.
3. Analyse market results and conduct thorough research to make suitable provider and product recommendations.
4. Prepare presentations and suitability reports for clients and prospects.
5. Handle the production and presentation of new business quotations and supporting documentation.
6. Process applications and correspondence in line with regulatory requirements.
7. Provide ongoing information to clients about current policies and additional products.
8. Prepare and arrange documentation for client review meetings.
9. Ensure all docum...