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    Paraplanner - Oldham, United Kingdom - Lotus Recruitment

    Lotus Recruitment
    Lotus Recruitment Oldham, United Kingdom

    2 weeks ago

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    Description

    Paraplanner Position LeadingWealth Management Firm

    Join OurTeam in Oldham Town Centre

    A leading provider ofwealth management and financial services across the UK and anappointed representative of a prestigious wealth management groupis excited to announce an opening for a Paraplanner.

    This role is crucial in complementing ourprofessional and friendly team dedicated to delivering exceptionalservices to our clients.

    RoleOverview:

    As a Paraplanner youwill be integral to our team providing highlevel technical andadministrative support.

    Your role willinclude:

    • Collaborating closely withFinancial Planners to achieve client objectives.
    • Supporting and mentoring trainee paraplanners.
    • Ensuring thorough premeeting preparation and efficientpostmeeting followup.
    • Updating client filesaccurately on Salesforce CRM.
    • Preparingdetailed reports client reviews cash flow models and investmentperformance reviews.
    • Facilitating the progressof applications with product providers planners clients and otherstakeholders to ensure completion.
    • Handlingincoming telephone calls with confidence efficiently dealing withclients product providers and other third parties.
    • Maintaining extensive liaison with admin centres toprovide necessary information for completing transactions withinspecific deadlines.

    KeyBenefits:

    • Competitivesalary of 30000 to 40000 dependent on experience.
    • Automatic enrolment in the companys pensionscheme.
    • Excellent staff benefits including 20days holiday plus bank holidays and the opportunity to take yourbirthday off.
    • Pension benefits alongside 2 xDeath in Service coverage.
    • A friendly andsupportive team environment.
    • Flexible andhybrid working arrangementsconsidered.

    Training:

    Comprehensivetraining on companyspecific software and compliance requirementswill be provided to ensure your success in therole.

    Requirements:

    Theideal candidate will have a passion for wealth management excellentcommunication skills and a commitment to providing outstandingclient service.

    A minimum of 2 years ofexperience with St. Jamess Place Wealth Management is required.

    Experience in a similar role and familiaritywith Salesforce CRM will beadvantageous.

    ApplicationProcess:

    If you are seeking anopportunity to advance your career within a supportive and dynamicenvironment we would love to hear from you.

    Allapplicants must have the right to work in the UK. This position isbeing managed by Lotus Recruitment Ltd. To apply please send yourCV and a covering letter detailing your suitability for therole.

    We look forward to welcoming you to ourteam

    20 days holiday plus bankholidays

    Pension

    2 x Death inService

    Birthdayoff

    Remote Work :

    No

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