Paraplanner to Md - Blaby, United Kingdom - North Oak Recruitment Ltd

North Oak Recruitment Ltd

Verified Company

Blaby, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Paraplanner to Managing Director

Leicestershire (Our Ref AL1218)

Salary £30,000 - £35,000 dep on exp + excellent benefits

This is a full-time position, 37.5 hours per week (30-minute unpaid lunch) Monday-Friday

A well-established Independent Financial Adviser firm, situated on the outskirts of Leicester, is looking for a personable, bright, and articulate individual to come on board as a PA/Paraplanner to their Managing Director.

Duties and responsibilities include:

Providing full Paraplanning support, solely to the Managing Director, including the preparation of suitability reports and supporting documentation, submitting new business and other transaction requests to providers.
Management of your own workflows and tasks. Working on own initiative to achieve agreed outcomes and consistently meeting agreed service levels without supervision.
You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the MD, but you may on occasion be requiredto assist with the information gathering.
Excellent organisational and communication skills.
Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service.

Skills and experience

Recent experience of producing bespoke technical suitability reports.
An exceptional working knowledge of Microsoft word, Excel and Outlook with the ability to quickly familiarise yourself with various systems, including inhouse backoffice platform (Iress Adviser Office).
Be able to support senior staff to provide their advisers with robust advice solutions, drawing on your technical knowledge and carrying out appropriate research to justify and evidence the advice given.
Manage complex cases, from inception to completion and find solutions to technical problems.
Manage client queries and provide suitable remedies.
Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence.
First class time management skills with the ability to prioritise and organise own workload.
You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time.

Benefits:

25 days holiday plus bank holidays.
Generous noncontributory group pension scheme, commencing after 3 months continuous service.
Free death in service benefit after successful completion on probationary period (6mths)
Brand new airconditioned moderndesign offices, offering full kitchen and dining facilities, Gym and free onsite secure parking.