Paraplanner

We are currently recruiting for a Financial Planning practice based in Bishops Stortford who are looking to recruit a Paraplanner.

Location: Bishops Stortford (Office based, post probation - 1 wfh day per week)Hours: Full-time (Mon-Fri) 9am - 5:30pm

Overview

The paraplanning team consists of paraplanners, administration staff and trainee advisers. Some of the team are split into pods (smaller sub-teams) and others have a centrallised approach to work items. Administrators within the team fall into the centrallised position, to assist with work which falls across all pods. Your role will involve working as a paraplanner within the team to ensure the following roles are completed. You will be linked to advisers which are subject to change.Your role will involve working as a paraplanner within the team to ensure the following roles are completed. You will be linked to advisers which are subject to change.

Main Paraplanning & Administration Responsibilities:

• Liaising d

irectly with dedicated advisers and having daily update meetings for all cases• Providing technical support to others within the team and assisting advisers with technical queries and calculations• Compiling research for new business cases• Drafting suitability reports ready for adviser sign-off• Processing client requests, such as withdrawals and contributions• Building cashflow analysis in preparation for client meetings• Liaising with clients by phone, email and post on all queries• Attending client meetings as and when necessary--------• Generating cover letters, one pagers and other client facing documents• Printing and pre-populating any supporting documents required for review meetings• Answering the phone and dealing with queries as and when they arise• Ensure all paperwork is scanned to file appropriately, categorised and subcategorised• Using workflows to track new business cases on iO• Updating iO with new fact find information• Processing LoAs / chasing policy information with providers• Sending out monthly valuations to clients• Ensuring compliance documents are in date and on iO

Skill Set

• Proven paraplanning experience• Level 4 Diploma qualified or close to achieving this (R01-R06)• Strong technical knowledge of financial products and services• Effective leadership and mentoring abilities• Excellent communication and interpersonal skills• High attention to detail and ability to manage workloads effectively• Honest, reliable, trustworthy and must act with discretion and integrity