Paraplanner (Sjp)

Paraplanner (Sjp)

Our client based in Brighton is looking for an experienced Paraplanner to join their team. This will be an office based role, with a competitive salary on offer. You will be working alongside and providing knowledgeable and technical support to the Advisers to ensure the appropriate end-to-end management of their clients.

Key Responsibilities

• Acts as key point of contact for clients; organising and dealing with correspondence via telephone, email or letter, as well as attending meetings with clients.
• Works with the Adviser(s) to ensure that client reports (suitability reports, annual review reports, meeting notes, portfolio report) are generated using standard templates where appropriate.
• Supports the Adviser(s) in utilising other agreed toolsets to provide data for client identification, e.g. lifestyle planning via cashflow analysis, risk reports, investment analysis.
• Conducts research required to support advice from Adviser(s), including relevant analysis, technical product research, and producing illustrations.
• Acts as main point of contact between Providers and Adviser(s) in the transfer, set up and administration of investments and policies on behalf of clients.
• Ensures that client fees and commission are set up and maintained correctly to support accurate monthly payments to the Adviser(s).
• Liaises with Compliance Teams and completes any remedial work required to allow the Adviser(s) to proceed with business.

About You

• Technical knowledge of financial products, procedures and relevant law
• Ability to work with defined business processes
• Strong organisational skills, able to prioritise workload and meet deadlines
• Confident communicator, comfortable liaising with clients, Advisers and providers

If you are interested in this position then please submit a copy of your CV to riley@artemisrecruitment.co.uk