Paraplanner

JR United Kingdom; St Albans; On-site; GBP 30,000 - 50,000; Full time

Job summary

An award-winning wealth management firm is expanding and seeking Paraplanners to join their collaborative team. This role offers a fantastic opportunity to enhance your career in a supportive environment, known for its high employee retention rates. You will be involved in various administrative and paraplanning tasks, ensuring smooth operations for advisers and clients. If you are reliable, possess excellent communication skills, and are working towards a Level 4 Qualification, this is the perfect opportunity for you to thrive in a dynamic industry.

Qualifications

• Must be honest, reliable, and discreet in all communications.
• Willingness to complete exams under exam conditions is essential.

Responsibilities

• Manage administration tasks like answering phone queries and processing post.
• Liaise with advisers and draft suitability reports for clients.

Skills

Excellent communication skills

Proficiency in Microsoft Word

Proficiency in Microsoft Excel

Proficiency in Microsoft Outlook

Strong interpersonal skills

Ability to manage workload

Honesty and reliability

Education

Level 4 Qualification

Job description

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An award-winning Wealth Manager with circa £2B AUM is continuing their expansion plans and is looking for Paraplanners to join their team. This is a great opportunity to work in a collaborative environment that trains, supports, and enhances people's careers. With one of the highest employee retention rates, this firm is a fantastic place to be part of.

Your role will involve working in the paraplanning team to ensure the following responsibilities are completed for all advisers:

Administration

• Answering phone queries as they arise
• Processing incoming post
• Scanning and adding LOAs to the tracker and processing provider information requests
• Chasing policy information with providers
• Managing the LOA tracker
• Sending out monthly client valuations

Paraplanning

• Liaising with advisers and attending daily update meetings
• Communicating with clients via phone, email, and post as needed
• Researching for new business cases
• Drafting suitability reports and client-facing documents
• Preparing supporting documents for review meetings
• Updating iO with new fact find information
• Scanning, categorising, and filing paperwork appropriately
• Attending client meetings when necessary

Skill set

• Honest, reliable, trustworthy, and discreet
• Excellent communication skills (written and verbal)
• Professional telephone manner
• Proficiency in Microsoft Word, Excel, and Outlook
• Strong interpersonal skills and respectful dealing with clients and colleagues
• Ability to prioritise and manage workload efficiently
• Willingness and ability to complete exams under exam conditions
• Level 4 Qualification or working towards it