Paraplanner - Leicester

Compliance Resource Solutions Ltd
From £23,000 to £30,000 per annum Competitive Salary & Benefits Packag
16 Jul 2017
25 Aug 2017
Our Clien t is a well known Wealth Management & Will Writing Organisation. They are now looking for an experienced Paraplanner, qualified to at least Level 4 Diploma Level (ideal), to join their team. Purpose of role: To provide extensive technical support to the Financial Planners. Accountabilities and key duties include: Manage the planning workflow. Receive and implement requests from planners. Gather and record client data. Maintaining accurate database Writing and preparing reports to a professional and timely standard. Provide information for regular client reviews and identify areas not covered. Communicate with selected clients (face to face, remote or on the phone) and third parties. Develop and maintain all processes relevant to technical support. Undertake financial planning and product-based research. Operate within the compliance and corporate standards of the business. Report on key measures on a regular basis. Assisting client with telephone queries on a daily basis and managing general correspondence with clients. Assist the team and company compliance ensuring advice is kept up to date. Monitor the delivery of client work to ensure clients receive quality service at all times and are satisfied. Skills, knowledge and experience: Superb technical knowledge. Ability to use industry research tools Clear understanding of the planners' role. Interpersonal skills to develop and maintain client trust and inspire confidence. Articulate - able to communicate effectively in verbal and written form. Solutions orientated - imaginative. Highly organised, methodical, analytical, disciplined. Excellent IT skills Excellent report writing skills Attain a high level of accuracy in all work completed. Ability to achieve agreed outcomes without supervision. Prioritise and plan workload Ability to manage a varied workload Strong communication skills. Ideally Diploma Qualified and interested in working towards CII chartered status. There is a Competitive Salary & Benefits Package available with this Role This job was originally posted as

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