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Paraplanner - Bishops Stortford

Blakemore RecruitmentBishops Stortford, GB

30+ days ago

Job type

Full-time

Job description

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

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Paraplanner • Bishops Stortford, GB