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Paraplanner for a IFA practice

Posted 5 July by Coast Specialist Recruitment Ended


Location: Moorgate

Salary: £30,000 - £33,000


  • To provide proactive and efficient administration support to Wealth Planners in providing customer service excellence for new and existing clients.
  • The Client Service Executive role is key in providing full administrative support directly to clients and the Wealth Planners and Para-Planners within the team, ensuring that all new business documentation is accurate and processed in line with agreed service standards.


  • Obtain information and quotations required by Wealth Planners/Para-Planners to enable them to research the client’s needs prior to recommendations, as and when required.
  • Process new business from submission to completion in adherence to the service standards and operational Wealth Planning procedures and activity management.
  • Maintain compliant client records in the office electronic folders and on the current back office system Adviser Office.
  • Scan and save all documents to Adviser Office and T24 in line with agreed file structure.
  • Manage Client Annual Reviews with Wealth Planners ensuring that these are actioned and completed in line with agreed service levels. Set new review date in activity manager for ongoing reviews..
  • Carry out all client administration in line with the Compliance guidance as well as central policies and updates and department standard operating procedures.
  • Keep Wealth Planners up to date with relevant information relating to client issues.
  • Prepare Valuations
  • Deal with incoming telephone calls relating to the above duties, and take messages for colleagues.
  • To cover for colleagues during holidays, sickness and busy periods (at line managers request).
  • Ensure main duties are carried out fully in an efficient and professional manner.
  • Attends regular team meetings
  • Effectively communicates with Team Leader making them aware of any problems or worries in relation to carrying out own duties.


  • Qualifications (including Regulatory Status)
  • A-C grade GCSE, or equivalent, in Mathematics and English
  • Higher Education qualification preferred
  • Experience is working within an IFA background, life office or associated environment
  • Knowledge and use of Adviser Office database package
  • Studying towards or holds the CII qualifications

Reference: 32625451

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