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Paraplanner - Chertsey

Job Seekers United Kingdom Office Support

Job Summary

  • Chertsey
  • Permanent
  • BBBH763842
  • Jul 30, 2020
  • £20k - £40k
Job Description

Paraplanner - Chertsey

Job Title: Paraplanner
Location: Chertsey
Salary: Circa £32,000 (experience dependant)
Hours: Mon - Fri 9.00am - 5.00pm

I am currently seeking an experienced Paraplanner to join a successful company who are located in Chertsey.

Key Responsibilities:

  • Provide technical, research and administrative support to develop suitable client recommendations
  • Produce all relevant paperwork and regulatory requirements for the Adviser to present potential solutions to clients.
  • Produce compliant and detailed Client Suitability Reports
  • Management of client relationships including receiving client phone calls and providing information of a technical nature if requested.
  • Produce regular client portfolio reviews, technical and industry updates
  • Contact prospects or clients to arrange meetings and update current information, gather necessary information from client so that a financial analysis can be completed
  • Review the client's financial statements, legal documents, and other data
  • Prepare summaries of the client's goals and objectives, the client's present situation, the effect of their current arrangements on future circumstances using relevant financial planning tools
  • Prepare detailed options for the Adviser to consider supporting the client's financial planning objectives.
  • Prepare calculations summarising the clients' investment management needs, critical illness, disability and life insurance needs.
  • Provide efficient resolution to client queries and ensure clients receive effective communication regarding case processing.
  • Manage proactive client communications ensuring the practice delivers service requirements in line with the Practice client proposition.

Skills and experience required;

  • A minimum of two years' experience in a similar role within Financial Services
  • Diploma level qualified (or be very close to achieving this)
  • Highly detail conscious
  • Strong background in client and product administration
  • Effective communication skills gained within a client facing role
  • Knowledge and experience of the advice process and regulatory requirements
  • Working knowledge of Investment platforms, their operation and processes.
  • Experience of Intelliflo and CRM systems
  • Excellent IT skills including the ability to use Email, Word, Powerpoint, Excel, Database management tools, CRM systems
  • Strong personal organisation
  • Team player
  • Ability to deliver to tight deadlines

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.

Consultant Details

Consultant Details

Sadie Hills
Sadie O'Loughlin
  • Senior Consultant | Office Support and Secretarial Recruitment
  • +44 1483 453 555
  • shills@morganmckinley.com