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Paraplanner - Huntingdon

Posted 26 January by Focus Search and Selection Ended


My client, a wealth management company are looking to recruit a Paraplanner who will provide a high quality, business focused and cost effect admin support to an Adviser and to the clients of the Company. They will be required to demonstrate a proactive approach in all areas of their work. Reporting to the Office Manager, the Paraplanner will provide support and co-ordinate their work, ensuring the provision of a first class support service for the clients of the company.

The role will involve the following:

  • Meeting regularly with Broker Consultants to maintain an up to date knowledge of their product availability
  • Analysing data and using research tools to provide solutions to meet Client needs and objectives
  • Interpreting data obtained by Advisers during client meetings
  • Preparing quotes
  • Carrying out all tasks in a manner consistent with compliance procedures and requirements
  • Computer record keeping using the specialised IFA computer system

Skills, knowledge and experience

  • Ideally Diploma qualified
  • Able to communicate effectively with people at all levels
  • The capability to show empathy towards other team members
  • The capability to retain a knowledge of products
  • A good knowledge of compliance and regulatory requirements
  • A high level of customer service and a proactive approach
  • Excellent organisation and administrative skills

In return, my client will offer:

  • Excellent salary and benefits package.
  • A supportive, and friendly work environment.
  • Professional continuous development

Don’t delay, apply today for a confidential discussion.

Due to the overwhelming application responses received through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Required skills

  • Administrative
  • Paraplanning
  • Reporting
  • Research
  • Wealth Management

Reference: 34330215

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