Head of Paraplanning - Dorking, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Dorking, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description

My client, a reputable IFA located in Dorking, is seeking a dynamic and motivated individual for the position of Head of Paraplanning and Customer Experience.

This is an exceptional opportunity for an experienced Paraplanner who is eager to grow and work alongside a phenomenal Adviser, providing invaluable support in both the technical aspects of report preparation and customer-facing service.


Responsibilities:


  • Technical Support: Collaborate closely with the Adviser to assist in the preparation of reports, ensuring accuracy, attention to detail, and compliance with industry regulations and company standards.
  • Customer Service: Deliver impeccable service to clients, acting as a point of contact for their inquiries, requests, and concerns. Provide proactive and personalised support to enhance the overall customer experience.
  • Process Improvement: Identify areas for process optimisation and streamlining. Work closely with the CEO to implement efficient systems and procedures, ensuring adherence to established processes while suggesting improvements to make the overall workflow simpler.
  • Team Management: As the company expands, you will have the opportunity to manage a team of Paraplanners and IFA Administrators. Provide guidance, support, and training to team members, fostering a collaborative and highperforming environment.
  • Future Growth: As you gain experience and demonstrate exceptional skills, there is potential to transition into an Adviser role, my client will support your professional development and training requirements.

Requirements:


  • Client-Focused: Possess a strong commitment to delivering outstanding service and building enduring client relationships.
  • Proactive: Take initiative to anticipate client and company needs, seeking opportunities to provide added value and exceed expectations.
  • Process-Oriented: Demonstrate a meticulous approach to work, following established procedures and implementing new processes where necessary.
  • Technical Expertise: Have a thorough understanding of paraplanning practices, financial products, and compliance requirements within the financial services industry.
  • Communication Skills: Exhibit excellent interpersonal and communication skills, both verbal and written, to effectively interact with clients, colleagues, and senior management.
  • Leadership Potential: Display the ability to lead and manage a team, fostering a positive and collaborative work environment.
  • Calm under Pressure: Exhibit resilience and composure when faced with challenging situations, maintaining professionalism and delivering results.

Benefits:


  • Competitive Salary &

Excellent Benefits:
Starting salary up to £55,000+ per annum, commensurate with experience and qualifications.

  • Career Growth: Opportunity for professional growth within the organisation, with potential advancement to the role of Adviser.
  • Training Support: My client will provide financial support for your training and professional development needs.
  • Collaborative Environment: Work closely with the CEO and other team members, contributing directly to the growth and success of the company.
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