Paraplanner

Leo Alexander Wealth and Financial Management; Sheffield; On-site; GBP 20,000 - 26,000; Full time

Job summary

Leo Alexander Wealth and Financial Management is seeking a diligent administrator to support report writing and client communications. You will handle routine administration, ensure files are up to date, and assist the sales team with data entry and follow-ups.

The role involves outbound calls, maintaining compliant records, and collaborating with senior advisers. Strong organisational skills and attention to detail are essential to help clients feel informed and confident about their investment

Qualifications

• Must be already studying RO exams.
• Familiarity with Microsoft Office Suite (Word, Excel).
• Strong organisational skills with the ability to manage multiple tasks.
• Excellent data entry skills with attention to detail.

Responsibilities

• Perform report writing and administrative duties to keep clients informed of investment decisions.
• Make outbound calls to existing clients and new leads while meeting targets.
• Maintain accurate client records and ensure professional communication across channels.
• Support the sales team with admin tasks and data entry in the CRM system.
• Assist in meetings with Investment Director and advisers to streamline processes.

Skills

Strong organisational skills

Excellent data entry skills

Outbound calls and targets

Client relationship skills

Education

RO exams in progress

Tools

Microsoft Word

Microsoft Excel

CRM systems

Job description

Report Writing and Administrative duties as part of the team to ensure clients are confident, capable and informed about their investment and financial choices, including compliant advice and processing in all areas. You will also be responsible for making outbound calls to both existing clients and new leads. You’ll maintain client relationships, identify opportunities, and support the wider sales team with administrative tasks. The ideal candidate will be comfortable making calls, working to targets and have good organizational skills.

Specific Responsibilities

• Administration
• Responsible for ensuring that client files and general records are updated timely and correctly. This involves managing paperwork for 3 rd party companies that needs to be completed in a timely manner and the completion of various templated reports.
• Ensuring data input is correct and databases are maintained and updated appropriately.
• Ensuring client contact through all communication types is professional at all times.
• General administration and office duties such as filing, scanning, general letters, reporting, photocopying and collating information. Dealing with post.
• Answer telephone and direct calls as appropriate. Receive and respond to emails.
• Contribute to the Advice Process through attending meetings and discussing matters with The Investment Director, Business Manager, Client Account Supervisor, Consultants and Financial Advisers.
• Liaise closely with all of the team to ensure smooth communication of information and assist with processing in other areas where the need may arise.
• Have excellent client relationship skills.
• Compliance with the firm’s policies and procedures, including but not limited to health and safety requirements, proceeds of crime act, TCF, FCA guidelines, whistleblowing and vulnerable clients policies. Client data is held securely and Data Protection considerations are complied with.
• Contact warm and cold leads to generate interest and create new business opportunities.
• Accurately update client records and call outcomes in the CRM system
• Follow up on previous conversations to build rapport and move prospects through the sales process

2.Staff

• Adhere to and conduct firm’s appraisal, holiday approval and absence and general conduct procedures.
• Comply with all reasonable requests from senior team.
• Responsible for ensuring all office duties are carried out to required standards.
• Responsible for ensuring all office equipment is used for required purposes only and to the correct standard.

Requirements

• Must be already studying/undertaking RO exams
• Familiarity with Microsoft Office Suite (Word, Excel)
• Strong organisational skills with the ability to manage multiple tasks effectively.
• Excellent data entry skills with attention to detail.