Due to the on-going expansion of the business, our client, a highly regarded Chartered Wealth Advisory practice, is seeking a Paraplanner to supplement its existing Team based on the Wirral.
Based in the North West but with clients across the North, this business has established an enviable reputation locally and regionally, providing first class wealth management solutions for a broad client base of high net worth and ultra-high net worth individuals.
Our client has made several acquisitions over recent years and plans are in place for additional growth. Having also taken on numerous new Advisers in recent times, the Support Team now requires additional resource due to the increased workload.
The main responsibility of the role is to provide administrative support to a busy team of Financial Advisers. The role will include the processing and submission of new business and policy tracking, as well as the preparation of annual reviews for Adviser’s client meetings. You will also be required to obtain quotes, assist with product research and financial reports as and when appropriate. You must maintain up to date product knowledge in order to ensure reports are technically accurate. You will also be responsible for day to day administrative tasks such as database management, operating client review systems and the managing of an IFA’s diary.
This is an interesting and challenging role that requires a confident, numerate, IT proficient and professional individual that enjoys using initiative and has a ‘can do’ attitude, as well as being organised and a strong communicator. Ideally, you will have some experience within Financial Services and more specifically, in areas such as investments, life and pensions. The role requires you to develop and maintain strong relationships with clients and providers; therefore you must have excellent interpersonal skills and be an effective communicator. Demonstrating a keen eye for detail, you will be highly organised and able to manage a sizeable workload. It is by no means essential that you hold any industry qualifications, though this would obviously strengthen your application.
In return, you will benefit from an attractive basic salary, as well as a comprehensive range of benefits. Offering excellent training and development programmes, the company invests heavily in its staff. You will be actively supported and encouraged in your continuous professional development, with the opportunity to move into a regulated advice role in the medium to long term, a very realistic possibility, should it be of interest
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Financial Services and General Insurance Recruitment