Paraplanner

TN United Kingdom; Wallingford; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading FTSE 100 Wealth Management firm in Wallingford is seeking a Paraplanner to enhance client service. The role involves managing financial information, preparing reports, and handling client inquiries efficiently. Ideal candidates will possess strong communication and organizational skills, along with relevant qualifications in Paraplanning or Financial Planning.

Qualifications

• Experience in office administration within a professional environment.
• Previous experience in Financial Services.

Responsibilities

• Managing client financial information and documents.
• Preparing suitability letters, reports, and financial plans.
• Transacting complex client investments according to instructions.

Skills

Interpersonal Skills

Communication

Organizational Skills

Numeracy Skills

Team Collaboration

Attention to Detail

Education

Diploma in Paraplanning

Certificate in Financial Planning

Tools

Microsoft Office Suite

Salesforce

Job description

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We are currently recruiting for a FTSE 100 Wealth Management firm in Wallingford who are looking for a Paraplanner to join their team.

The Paraplanner plays a key role in delivering excellent client service. Responsibilities include client report writing, placing investments, and handling administration from client meetings and inquiries.

Main Duties & Responsibilities

• Managing client financial information and documents, including collating data and updating/creating Client Financial Review documents.
• Following up on actions from client meetings and responding to queries via phone, email, or post, as delegated by the Partner or team leader.
• Preparing suitability letters, reports, and financial plans.
• Completing application forms and documentation on behalf of clients.
• Transacting complex client investments according to instructions.
• Serving as the point of contact for providers and third parties regarding technical and administrative queries.
• Providing updates on client cases to Partners, Advisors, and management.
• Maintaining and updating the CRM system and other IT systems.
• Using computer systems to place straightforward investments following team processes.
• Preparing simple client reports aligned with recommendations.

Skills and Experience

• Diploma or Certificate in Paraplanning or Financial Planning.
• Excellent interpersonal, written, and verbal communication skills, including report writing.
• Strong organizational skills with the ability to prioritize and multi-task effectively.
• Good numeracy skills with attention to detail and analytical ability.
• Ability to apply processes rigorously for efficiency.
• Experience in office administration within a professional environment.
• Strong team collaboration skills.
• Assertive and confident demeanor.
• Ability to work under pressure and meet deadlines.
• Discretion and confidentiality in handling sensitive information.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Previous experience in Financial Services.
• Experience with Salesforce or other CRM systems.