Job Description
Role - Paraplanner
Industry - Wealth Management
Location - Buckinghamshire
Salary - Competitive
Business
An award winning Wealth Manager with circa £2B AUM are continuing their expansions plans and are looking for Paraplanners to join their team. This is a great opportunity to work in a collaborative team that trains, supports and enhances peoples careers. With one of the highest employee retention rates I have ever seen, this is clearly a fantastic firm to be a part of.
Your role will involve working in the paraplanning team to ensure the following roles are completed for all advisers:
Administration
* Answering the phone and dealing with queries as and when they arise
* Processing the post when it arrives in the office
* Scanning and adding LOAs to the LOA tracker and processing information requests to providers (sending requests via email and post)
* Chasing policy information with providers
* Ongoing management of the LOA tracker
* Sending out monthly valuations to clients
Paraplanning
1. Liaising directly with a dedicated adviser and having daily update meetings for all cases
2. Liaising with clients as and when required by phone, email...