Paraplanner
| Posting date: | 10 October 2024 |
|---|---|
| Salary: | £35,000 per year |
| Hours: | Full time |
| Closing date: | 09 November 2024 |
| Location: | NG31 6LJ |
| Remote working: | On-site only |
| Company: | Ambitions Personnel |
| Job type: | Permanent |
| Job reference: | 52732-15500 |
Summary
Do you have a background in financial services? If so, our client in Grantham could have the perfect role for you!
We are seeking a Senior Paraplanner to provide comprehensive administrative support to our Financial Advisers. The ideal candidate will come from an IFA/wealth background and have exposure to supporting advisers in a technical administration capacity. The role is ideally suited to someone who has worked as a Senior Paraplanner before.
Whilst working as the Senior Paraplanner, you responsibilities will include:
• Prepare new business documentation and client review packs
• Assist in producing and updating accurate client portfolio valuations and reports
• Work closely with advisors to interpret and communicate advice based on client’s circumstances, risk profile, and objectives
• Assist advisors in preparing recommendations and suitability reports
• Obtain literature and forms from providers
• Conduct anti-money laundering checks
• Pre-qualify and book appointments with advisers by calling clients
• Maintain accurate records of leads and progress
• Order and ensure up-to-date literature is available for advisers
• Stay updated with relevant product, legislative, and technical changes
The ideal candidate will have level 4 Diploma for Financial Advisors and experience in an IFA/wealth background. Knowledge of tax or trust exposure would be beneficial
The successful candidate will work both independently and as part of a team, demonstrating excellent communication skills and motivation to excel in a standalone role.
If you are a motivated and proficient individual with a background in financial services, we encourage you to apply for this exciting opportunity.
For more information, please call Nicola on 01476574514 or email your CV to nicola.ackroyd@ambitinspersonnel.com to apply