Paraplanner - Broadstone, United Kingdom - Nelson Scott LLP

Nelson Scott LLP
Nelson Scott LLP
Verified Company
Broadstone, United Kingdom

1 week ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
Working for this Regional Wealth Manager you will ensure the business generated by our Advisors is processed correctly and in a timely manner


The role will include:

  • Collating client information while helping maintain an excellent compliance record
  • Preparing high quality and compliant suitability letters and supporting documents
  • Preparing illustrations and reports for client meetings
  • Producing critical yield calculations
  • Using Salesforce to create and update client information
  • Managing cases to completion and working with internal processing systems
  • Ensuring all business obtained is being processed compliantly and in a timely manner
  • Supporting other team members and team manager to cover absences in the team
  • Any other tasks, as required from time to time, for the effective running of the business
  • To work closely with Advisors and the rest of the Paraplanning Team to ensure that all required activities are completed in a timely manner
  • To communicate effectively with all advisers and staff to ensure that we maintain our high level of client service
Knowledge & Skills

  • Company Systems knowledge
  • Outlook/Microsoft/SJP Intranet/iBusiness


  • Technical knowledge

  • Pensions and Investments
  • Detailed knowledge of Adviser client base and an overall knowledge of other client accounts


  • Product Awareness

  • ISA, Investments, Bonds, Trusts, Gifts, Retirement Accounts
  • Diary management (Outlook)
  • Awareness of other team members roles and how they all collaborate and work together. Share knowledge and experience.
The Person

  • Experienced administrator and strong organisational skills with an eye for detail and data.
  • Excellent customer service skills professional telephone manner, sound knowledge of the English language so you are producing the most professional and accurate paperwork.
  • Excellent time management and prioritisation skills. Ability to work to tight and varying deadlines and the aptitude to juggle workloads.
  • Takes responsibility and initiative for own workload.
You should be a qualified or nearly qualified paraplanner Dip PFS and looking to become and Adviser
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