Paraplanner

Paraplanner

North West Leicestershire hybrid available (our ref AL1423)

Salary to £45,000 dep on exp + benefits

My client:

My client has numerous offices throughout the UK and they have the scale and resource to provide exceptional advice and service to their clients, advisers and employees.

They are proud to hold the platinum investors in people accreditation which shows a clear commitment to the people who make them an employer of choice.

Purpose of the Paraplanning role:

You will be responsible for providing research and advice to the Partners including Recommendation and Strategy reports. You will successfully deliver high level, complex reports written specifically with clients in mind. This is achieved through a consistent high level of service and expertise both as individuals and as a team.

Paraplanning role summary:

Adhering to the Companys Service Excellence, you will be expected to always provide exceptional client service.

The client is at the heart of their values and therefore all communication should be bespoke to them and written in concise Plain English.

Ensure the advice you provide is considerate to the client and appropriate, and if not, have the confidence to challenge the Partner.

You will be required to keep up to date with all relevant training and best practice to enable this standard to be met. This includes company and departmental training, competence, and development initiatives.

Regularly provide workflow updates to Partners regarding their cases so they feel in control and can manage client expectations.

Have a thorough understanding of the Company advice process, reporting format, pre-approval process and regulatory requirements.

Work closely with other Paraplanners and the Paraplanner Team Leader to share ideas and best practice.

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