An excellent opportunity for an experienced Paraplanner to join a very successful firm based in Chertsey. The role would be working directly for a high performing Director in the business.
£35k-£40k (negotiable) plus Bonus
Provide technical, research and administrative support to develop suitable client recommendations
Produce all relevant paperwork and regulatory requirements for the Director to present potential solutions to clients.
Manage the Director’s diary and liaise with clients to schedule meetings as well as assist on points of technical administration.
Produce compliant and detailed Client Suitability Reports
Assist in the management of client relationships including receiving client phone calls and providing information of a technical nature if requested.
Produce regular client portfolio reviews, technical and industry updates with relevant additional commentary to support the client proposition.
Liaise on a proactive basis with the Director on a regular and structured basis to
work on cases and provide updates.
Key responsibilities include:
Contacting prospects or clients to.
- arrange meetings and update current information
- gather necessary information from client so that a financial analysis can be completed
Review the client’s financial statements, legal documents, and other data.
Prepare summaries of:
- the client’s goals and objectives
- the client’s present situation
- the effect of their current arrangements on future circumstances using relevant financial planning tools
Prepare detailed options for the Director to consider supporting the client’s financial planning objectives.
Prepare calculations summarising the clients’ investment management needs, critical illness, disability and life insurance needs.
Prepare proposals for the solution that the Adviser has selected for the client including approved product illustrations and literature and establish details on the chosen investment platform where applicable.
Provide efficient resolution to client queries and ensure clients receive effective communication regarding case processing.
Manage proactive client communications ensuring the practice delivers service requirements in line with the Practice client proposition.
Competence / Knowledge / Skills required
A minimum of two years’ experience in a similar role within Financial Services
Diploma level qualified (or be very close to achieving this)
Highly detail conscious
Strong background in client and product administration
Effective communication skills gained within a client facing role
Knowledge and experience of the advice process and regulatory requirements
Working knowledge of Investment platforms, their operation and processes.
Experience of Intelliflo, Voyant and CRM systems
Excellent IT skills including the ability to use
Database management tools
(other systems as required)
Strong personal organisation
Ability to deliver to tight deadlines
Strong personal work ethic
This role is being dealt with by Mark Hazzard, Goldstone Laine.