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Paraplanner - Employed

Posted 16 January by Goldstone Laine Ended

JOB DESCRIPTION

Job Title

Paraplanner

The Role

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.

Salary

£35k-£40k (negotiable) plus Bonus

Accountabilities/Responsibilities

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.

Additional Responsibilities

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

Email

Word

Powerpoint

Excel

Database management tools

CRM systems

(other systems as required)

Strong personal organisation

Team player

Ability to deliver to tight deadlines

Strong personal work ethic

This role is being dealt with by Mark Hazzard, Goldstone Laine.

Reference: 33958183

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