Part Time Paraplanner

Aspire Personnel Ltd; England; On-site; GBP 60,000 - 80,000; Part time

Job summary

A well-established Wealth Management firm is seeking a Part Time Paraplanner in the UK. The role requires support for advisers, processing business documents, and ensuring compliance standards. Candidates should have some knowledge of financial services and strong communication skills. Flexible hours between 15-20 per week available. The company offers support for qualification exams.

Responsibilities

• Answering the phones.
• Processing letters of authority/new business.
• Providing support to the advisers.
• Take part in meetings with providers.
• Preparing and maintaining detailed client files.

Skills

Knowledge of financial services industry

Familiarity with industry regulations

Solid computer skills

Excellent communication skills

Organizational skills

Team player

Use of initiative

Exceptional client service levels

Tools

Microsoft Office

Job description

Overview

Our client is a small established Wealth Management company, through continues growth they are looking to recruit a Part Time Paraplanner (qualified or through experience) They will also be prepared to support you through exams to become qualified.

Hours

Hours between 15-20 a week can be flexible on hours.

Responsibilities

• Answering the phones
• Processing letters of authority/new business
• Providing support to the advisers
• Take part in meetings with providers (adds to CPD)
• Take responsibility for preparing and maintaining detailed client files and records.
• Ensure the highest compliance and organisational standards are maintained.

Qualifications / Skills

• Some knowledge of financial services industry
• Some familiarity with industry regulations and quality standards
• Solid computer skills, including Microsoft Office and relational databases and software.
• Excellent communication and organizational skills
• Team player
• Use of initiative
• Exceptional client service levels
• It would be an advantage if you have knowledge of the wealth management industry or financial services in a support role.