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