Job Role
Provide support to Senior Paraplanner where necessary, including taking on ad hoc tasks for existing client meetings, prospect clients, enquiries.
- Prepare pre-meeting fund research and fund reviews for existing clients.
- Maintain ongoing research and reviews of in-house fund portfolios and liaise with in-house investment committee and investment analysts on this.
- Assist other team members in maintaining an accurate back office system and other client records.
- Provide report writing support including production of high quality suitability reports for client reviews and new business, ensuring they are delivered in an efficient and compliant manner whilst mitigating any risks to the business.
- Carry out research on existing and newly recommended products, obtain quotes and supporting application documentation.
- Assist in using Cashflow Forecasting to create a robust client file, and present Cashflow Forecast in client meetings.
- Provide technical support in all aspects.
- Maintain suitability report templates and report appendices templates.
- Proactively enhance industry and company knowledge, through external and internal sources. Participate in appropriate company and departmental training, competence and development initiatives.
- Answer telephone and deal with initial telephone enquiries.
- Answer intercom to meet and greet visitors.
- To carry out other duties as may reasonably be required to support all team members.
KEY SKILLS:
- Produce all written communications/correspondence to a high standard and high level of accuracy. Accurate grammar is vital for maintaining our professional image and ensuring clear communication.
- Provide all documentation within a strict ethical and compliance framework under guidance from the internal compliance team and internal policy and procedures.
- Manage own workload, be able to multitask and prioritise effectively, and provide updates to line manager.
- Use proficient IT skills – should be fully competent in Microsoft applications.
- Commit to continuous personal development and retain supporting records.
- Have an understanding of role within the team and consider impact on others.
Endeavour to support colleagues and collaborate to achieve results.
Previous Paraplanning experience within a financial advisors practice is essential along with the Diploma in Financial Planning.
Job Types: Full-time, Permanent
Pay: Up to £50,000.00 per year
Benefits:
- Company events
- Company pension
- Life insurance
Experience:
- Paraplanning: 3 years (required)
Work Location: In person
