Career Paraplanner - Wealth Management

To assist Wealth Planners with the delivery of Wealth Planning services to new and existing clients , through the production of wealth planning reports.
Key accountabilities • Liaise with Wealth Planning administrators and Wealth Planners to ensure all required information for report production is obtained in a timely manner

• Ensure product research is kept up to date

• Production of client reports within agreed timescales

• Obtain and prepare paperwork required for client meetings and business submission

• Deal with all forms of client communications including, where necessary, arranging client meetings for the Wealth Planners

• Build technical Knowledge to achieve chartered financial planner status
Competencies/skill set

• Getting Things Done Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.

• Communication & Sharing Knowledge Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.

• Client focus and concern for quality ensuring client satisfaction and retention

• Actively participate in the sharing of knowledge to both Wealth Planners and Brokers • Maintain a full and proper understanding of the financial services market

• Deal with issues promptly and appropriately
Qualifications/experience required

• Educated to degree level or equivalent • DipPFS or equivalent as a minimum • 3 years industry experience in administration or paraplanning

l • Previous use of First software or Intelliflo is advantageous

• Previous use of Voyant or alternative Cashflow software is advantageous