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Qualified Paraplanner
Job Posted: 2 hours ago
Salary: £ 40,000 - 40,000 / Annum
Job Type: Permanent
Location: Bury St Edmunds, Suffolk
Expire in: a month
Job Description
Job Title: Qualified Paraplanner
Location: Bury St Edmunds
Job Specification:
Take phone calls in a professional and courteous manner and deal with a range of enquiries or transfer to another member of staff where appropriate
Maintain up to date records of vital communication with providers and clients
Deal with queries on existing business on behalf of advisers or clients
Manage daily post for advisers, ensuring copies are backed up and relevant information is added to the back office system
Corresponding directly with clients to make/adjust appointments and potentially manage an adviser's diary
Prepare client files including proposition documents, anti-money laundering evidence and agency transfer forms
Generate detailed and accurate material for review meetings, including portfolio reports, investment analysis and Dynamic Planner reports
Completion of post client review tasks, including outcome letters, instructing transactions and ensuring all regulatory requirements have been met
Follow a high standard of record keeping ensuring all cases are fully compliant and centralised company registers are updated
Process new business, liaising closely between the advisers and providers and ensuring that all compliance requirements are met
Run quotes on a range of platforms and across various products
Compile reports for existing business and new cases
Maintain a high standard of organisation, including emails, back-office systems, company spreadsheets and shared folders.
Key Skills:
Compliance & regulatory adherence
Accurate record-keeping & case management
Portfolio reporting & investment analysis
New business processing & provider liaison
Financial product knowledge & quoting systems
Client communication & relationship management
Professional telephone & written correspondence
Organisation & time management
IT proficiency (back-office systems, spreadsheets, platforms)
Problem-solving & query resolution
Team collaboration & workflow coordinationBefore You Apply
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Looking for your next career move? Join a top company hiring Qualified Paraplanner job near me in Bury St Edmunds, Suffolk! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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