- Honest, reliable, trustworthy and must act with discretion and integrity at all times
- Excellent written and verbal communication skills
- Excellent telephone manner
- Microsoft Word, Excel and Outlook knowledge
- Excellent interpersonal skills and the ability to deal with people from clients to other staff members in a respectful manner
- Ability to prioritise work and manage own workload efficiently
- Attention to detail
- Able to attend and complete exams under exam conditions Benefits offered: 25 days holiday + BH PensionAnnual bonus
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JDC London, United KingdomParaplanner (Client Services Technical Team)City of London (Fenchurch Street) Monday to Thursday office & Friday work from home Salary to £32,000 + bonus Annual Earnings £37,000 to £40,000 The Person You're already working as a trainee financial planner or paraplanner with a pens ...
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Financial Paraplanner - St Albans, Hertfordshire, United Kingdom - Kingswood Group
Description
Kingswood Group are excited to be working with a growing financial services firm to assist them in recruiting a new Paraplanner to join their St Albans office.
Open to level of experience, this firm can either offer a platform to learn or the opportunity to join at a more senior level and grow.
The position:
Working within a well established paraplanning team, which consists of paraplanners, administration staff and trainee advisers, the successful candidate will be providing the wider team with centralised support.
Duties will include; Administration duties including;Answering the phone and dealing with queries as and when they ariseProcessing postScanning documents and adding to the tracker Chasing policy information with providersOngoing management of the tracker Sending out monthly valuations to clients Ensuring compliance documents are in date Processing information requests to providers (sending requests via email and post)Paraplanning duties include; Liaising directly with a dedicated Adviser Daily update meetings for all cases Liaising with clients as and when required by phone, email and postCompiling research for new business cases Drafting suitability reports, generating cover letters, one pagers and other client facing documents when requested.
Printing and prepopulating any supporting documents required for review meetingRequired skills:
