Junior Paraplanner - Beckenham
We are looking for a Trainee Paraplanner to join our clients SJP Practice based in Beckenham, Kent. This position will involve supporting Financial Advisers with all areas of technical administration and paraplanning including, business processing, financial administration and report writing. The role will require use of different CRM systems and platforms (including Salesforce).
Key Responsibilities:
- Issuing letter of authorities (LOAs) to providers
- Chasing financial institutions to provide requested information
- Writing client annual review letters, fund switch letters & other compliance letters
- Preparing client files for meetings
- Responding to client enquiries, liaising with third parties
- liaising with Administration Centres and Paraplanners
- Drafting and proof-reading documents, including client correspondence, illustrations etc
- Using Salesforce the company CRM system to adhere to all compliance requirements
- Maintaining and accurately updating the back office systems with client data - using it to effectively manage the business workflow
- Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
- Completing illustrations and applications for new business
- Processing Business and chasing through to completion
- Processing Application forms
- Manage business pipeline
- Manage case tracking
- Maintain the compliance requirements of the business – Ensure business and client files are fully compliant
- Providing weekly updates (calls / emails) to Partner/Adviser
Experience and Qualifications:
- Previous experience in a Financial Planning Administrator role
- Professional communication manner, both written and verbally
- Strong knowledge of investments and pensions
- Financial Services qualifications are desired
If you would be interested in applying for this opportunity then please submit a copy of your CV to josie@artemisrecruitment.co.uk
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