The role
Reporting to the Paraplanner Manager, you will work closely with administrators, paraplanners, financial advisers and the compliance department to deliver a high quality financial planning service to clients.
You will strive to deliver good outcomes to clients by providing key information to the paraplanners and advisers.
This predominantly covers annual review meeting preparation, preparing information and documents for paraplanners to produce suitability letters, and liaising with our centralised admin team for new business and policy servicing processing.
You should possess the following skills and attributes:
- Good written and verbal communication skills.
- Good interpersonal skills, team player, supportive of others and promoting a positive working environment and culture.
- Good organisational abilities.
- Good attention to detail.
- Good experience in navigating and utilising tools/reporting on common platform providers
- Basic IT skills (Microsoft Word, Excel, SharePoint, Teams etc).
- Commitment to maintaining the highest ethical standards.
- Commitment to continued professional development.
- To excel in this role, you should ideally be working towards achieving the Level 4 Diploma in Financial Planning.
This is an excellent opportunity to join a firm where they believe in training and development is part and parcel of the role. They also offer flexible working and the offices are closed over the Christmas holidays.