Job Ref: 215417157

Date: 2021-12-21 09:54:54

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Our client is a family run Asset Management Business they have a close-knit team who focus on their clients and making their money work for them. Day-to-day duties including gathering data, processing new business, issuing letters of authority, client file preparation and provider liaison.

They are looking to recruit an experienced Paraplanner

The Role:

Your role will include:

* Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log.

* Keep advisers updated with progress and liaise with them to expedite completion of advice.

* Complete technical research as part of the existing arrangement review process

* Ensure all client queries are appropriately investigated and accurate responses given

* Prepare annual reviews for Advisers

* Collating client information and preparing suitability letters for a variety of technical cases

* Preparing illustrations and reports for client meetings

* Managing cases to completion and working with internal processing systems

* Ensuring that the business obtained is being processed compliantly and to deadlines

* Processing new business

* Providing support to the advisers and other junior admin/paraplanners

* Providing admin support to a pension transfer specialist on Defined Benefit cases

* Develop product, technical and regulatory knowledge to keep up to date with latest financial regulation

The Person:

* This role would suit a competent, confident, IT proficient and professional Paraplanner who enjoys using their initiative and has a ‘can do’ working style

* You will have significant industry experience in the technical aspects and administration of IHT and/or Pension and/or Investment products

* You are highly organised and have excellent communication skills

Required experience:

* Strong work ethic with an attitude to succeed

* Enjoys being part of a team

* Multiple years’ experience

* Key understanding with the full range of financial products

* Approachable, professional, and ambitious

* Proficient in systems such as Microsoft 365 and Intelligent Office

* Diploma for financial advice qualification would be beneficial

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