Paraplanner
Working with a fantastic client in the East Herts area who is looking for a Paraplanner to join their team. Offering hybrid working.
The purpose of this role is to act as a Paraplanner within the business. This includes performing senior administrative duties, client research, report construction and client contact, ensuring the highest possible standard of client service, working closely with Financial Advisers and IFA Administrators to support the client advisory process, and playing a key role in the business.
Your duties and responsibilities will include but not be limited to:
- Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed.
- Compile suitability reports
- Undertake necessary research and analysis, including fund analysis, product comparison, product analysis, fund research, and charges analysis.
- Pre-populate client application forms.
- on time
- Instruct the IFA Administrator to proceed with preparation packs for clients.
- Ensure that potential service delivery failures are brought to attention.
- Deliver an efficient and valuable service by operating on time and offering constructive ideas and feedback.
- Check files are fully compliant.
- To build a strong working relationship with the Advisers in order to provide exceptional support in the delivery of their business strategy.
- To provide consistent, effective communication, allowing clients to have confidence that their instructions and requests are understood.
- To drive your own Continual Professional Development by seeking opportunities to upskill in areas that you have gaps in knowledge and work collaboratively with other team members to cross skill.
- Liaising with Partners on a regular basis, to be agreed, to update, maintain and review work in progress and task lists.
- Compile meeting preparation packs and attend meetings when required.
Location: Hertford
Salary: £35,000 - £40,000
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