Overview
Paraplanner Jobs in St Albans, England, UK at fs talent
Job – Paraplanner
Industry – Wealth Management
Location – St Albans
Salary – Competitive
Applying for this role is straight forward Scroll down and click on Apply to be considered for this position.
Business
An award winning Wealth Manager with circa £2B AUM are continuing their expansions plans and are looking for Paraplanners to join their 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
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
Title: Paraplanner
Company: fs talent
Location: St Albans, England, UK
Category: Administrative/Clerical, Finance & Banking (Accounting & Finance)
