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Type of Position: Paraplanner Support - Maidstone
Pay: £26k - £32k
Our client is looking for Paraplanner Support for their team in London. The role of Paraplanner Support is to work within the Paraplanning Team under the guidance of the allocated
Managing client data on X-Plan, specifically with regards to:
Inputting, scanning and attaching Fact Find information;
Inputting agreed service level and fee information from the Client Agreement, scanning and attaching;
Maintaining our client ID records
Inputting data consent information, scanning and attaching;
Maintaining client attitude to risk records (inputting client risk scores and scanning and attaching the RPQ and signed client declaration). Managing their workload by using tasks on X-Plan.
Being involved in preparing and maintaining client files including meeting packs and compliance documents, in readiness for client meetings.
Running client risk profiles through Dynamic Planner. Liaising with the Paraplanner/Adviser to agree the client’s attitude to risk.
Liaising with providers to obtain Plan information (as overseen by the Paraplanners).
Assisting the Paraplanners in the preparation of recommendations and reviews.
Have a good knowledge of Microsoft Outlook, Word and Excel;
Be organised and be able to prioritise, manage workload effectively and multi-task;
Have an acutely accurate attention to detail;
Be articulate and have a good command of written and verbal English;
Be able to learn and comfortably use software platforms;
Be able to work well as part of a team and autonomously.
If you are interested in this role please contact email@example.com