Paraplanner – Financial Advisory / Wealth Management Practice

Location
Hook
Salary
£30,000 – £35,000 DOE Plus Flexible hours, pension and regular social events
Posted
21 Jul 2021
Closes
18 Aug 2021
Ref
14906
Contract Type
Permanent
Hours
Full Time

Excellent opportunity for a motivated Paraplanner with IFA / Wealth Management experience to enhance their career with a James's Place Wealth Management partner practice.

Role Info:

Paraplanner – Financial Advisory / Wealth Management Practice
Hampshire / Remote Flex
£30,000 – £35,000 DOE
Plus Flexible hours, pension and regular social events

The Paraplanner Role:

Reporting to the Paraplanning Manager, the Paraplanner works as part of the technical team supporting the Principal Partner and other Financial Advisers within the Practice.

General Duties:

+ Keep Advisers up to date with all business, administration tasks, LOA chasing and case progression
+ Keep up to date with any new procedures, compliance, changes to business submission procedures and head office communications
+ Full support of follow-up letters including drafting and checking the sense and advice
+ Attending client meetings as and when required to assist in presentation, information gathering or any other activity central to securing the business
+ Development of best practice including information gathering processes
+ Development of systems & procedures to ensure swift transaction of business
+ Processing withdrawals and switches
+ Completion of internal exams and continuing development

Qualities & Skills:

+ Previous experience in a Paraplanning role
+ The ability to balance conflicting demands in a calm and friendly manner
+ Ability to work autonomously and within a team
+ Analytical with precise attention to detail
+ Ability to accurately transpose information
+ Comfortable with templated SLs
+ Experience in maintaining systems, processes and procedures
+ Up to date knowledge of regulation and legislation

Sounds like a good fit? Apply here for a fast-track path to the Hiring Manager.

Application notice… We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect we may contact you by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details.

If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.

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