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Financial Services

Surrey

22/12/2021

Type of Position: Senior Paraplanner
Pay: Negotiable

Senior Paraplanner

Our client is looking for a talented Senior Paraplanner to join their busy team in Surrey.

 

Key Responsibilities:

  • Drive and manage the planning workflow
  • Receive and implement requests from the Advisers
  • Gather and record client data
  • Prepare and compare financial analysis
  • Prepare reports to a professional and timely standard
  • Provide information for annual reviews and identify areas not covered 
  • Communicate with selected clients (face to face or remote) and third parties 
  • Develop and maintain all processes relevant to technical support 
  • Communicate clearly on technical and client 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
  • Be the link between advice and administration areas of the business
  • Key drive and involvement in product and platform due diligence
  • Providing proactive support and involvement for the Advisers

 

Ideal Candidate:

  • You will have the ability to build upon existing strong client relationships.
  • It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.
  • You must be happy to work on your own and as part of a team and have excellent time management skills.
  • You must be a minimum of level 4 diploma qualified.

 

This is an exciting proposition to join a growing organisation who offers excellent opportunities to progress your career. Support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability in the role.

If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk 

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