Paraplanner

JO0000047715_1635666827

Paraplanner

JOB DETAILS

Paraplanner - London - up to £47,000 plus excellent benefits

Alexander Lloyd are currently working with a growing Wealth Management business who are actively seeking experienced Paraplanners to join them.

The role of the Paraplanner is to assist the Senior Financial Planners/Financial Planners in the delivery of outstanding financial planning advice to clients in line with the strategy devised by the Client Service Manager.

This role will involve a large amount of the preparation of client work within the team and provide training for junior staff in addition to assisting in the development of service standards via internal projects.



Primary Responsibilities:

Assist with the preparation of outstanding financial advice on investments, pension planning,

inheritance tax and estate planning, in an efficient manner

Support Client Relationship Manager and Senior Financial Planners/Financial Planners to execute client relationship strategy

Support the Client Relationship Manager and Senior Financial Planners/Financial Planners,

to maintain strong relationships with clients, driving engagement and positive client outcomes

To always ensure that the work undertaken complies with the regulatory and legal environment



Main Duties

Client Service Delivery (Value - Make it Happen)

Support the Client Service Manager and Senior Financial Planners/Financial Planners to develop and execute a client service strategy to ensure that existing clients are managed to the highest standards

Support the Client Relationship Manager and Senior Financial Planners/Financial Planners to ensure clients receive good value from our service and assist with quality control, ensuring all client work is of the highest standards

Prompt the Client Relationship Manager and Senior Financial Planners/Financial Planners to identify opportunities within existing client groups and support them in asking for referrals at client meetings when appropriate

Where appropriate, engage with clients to build relationships



Person Specification

Knowledge and Qualifications

Degree or equivalent qualification

CII Diploma in Financial Planning - or close to completion.



Skills and Attributes

Strong organisational skills

Excellent communicative and interpersonal skills (presentational; listening; diplomacy; influencing)

Clear commitment to an effective and efficient organisation

Proven record of delivering all work accurately, on time and to agreed SLAs

A positive and engaged attitude with a willingness to learn and develop skills



Please quote 47715 when calling Marion at Alexander Lloyd or email them at mer@alexanderlloyd.co.uk. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Pensions and Employee Benefits recruitment; covering administration, consulting, management, sales, support, trustee secretarial and directorship roles across the UK.



Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest

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