Job - Senior Paraplanner Industry - Wealth Management Location - Hertfordshire Salary - Competitive Business An award winning Wealth Manager with circa £1.5b AUM are continuing their expansions plans and are looking for Paraplanners to join their Bishops Stortford team.
This is a great opportunity to work in a collaborative team that trains, supports and enhances peoples careers.
With one of the highest employee retention rates I have ever seen, this is clearly a fantastic firm to be a part of.
Your role will involve working in the paraplanning team to ensure the following roles are completed for all advisers: Administration Answering the phone and dealing with queries as and when they arise Processing the post when it arrives in the office Scanning and adding LOAs to the LOA tracker and processing information requests to providers (sending requests via email and post) Chasing policy information with providers Ongoing management of the LOA tracker Sending out monthly valuations to clients Ensuring compliance documents are in date and on iO Paraplanning Liaising directly with a dedicated adviser and having daily update meetings for all cases Liaising with clients as and when required by phone, email and post Compiling research for new business cases Drafting suitability reports, generating cover letters, one pagers and other client facing documents when requested.
Printing and prepopulating any supporting documents required for review meetings Updating iO with new fact find information Ensure all paperwork is scanned to file appropriately, categorised and subcategorised Attending client meetings as and when necessary Skill set Honest, reliable, trustworthy and must act with discretion and integrity at all times Excellent written and verbal communication skills Excellent telephone manner Microsoft Word, Excel and Outlook knowledge Excellent interpersonal skills and the ability to deal with people from clients to other staff members in a respectful manner Ability to prioritise work and manage own workload efficiently Attention to detail Able to attend and complete exams under exam conditions Level 4 Qualified or working towards this