Paraplanner - Ferndown, United Kingdom - Reed Insurance

Reed Insurance

Verified Company

Ferndown, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Reed have been engaged to support a leading chartered accountancy firm in Dorset who specialise in tax, business & personal accountancy and financial planning.

They are looking for a Paraplanner to be based in their Ferndown office.

Working as a team, the Paraplanner should support the Financial Planner, along with Directors and Management, in their endeavours to provide high quality advice and service to their individual,corporate, and trust clients.

The Paraplanner should have an awareness of business flow and maintain high standards of accuracy utilising available software or technological resources wherever possible.

About the role:

Write Suitability Letters (SLs) within the agreed timeframes and liaise with Advisors
Maintain Advice Sets and update case status
Maintain and share paraplanning knowledge to effectively progress cases
Identify problems and opportunities to improve the paraplanning process and contribute to a continuous improvement culture
Contribute to operational procedures and quality improvement initiatives
Manage workflow capacity (inhouse and outsource) and on weekly teamwork allocation
Liaise with Advisers and communicate case updates and required information
Deputise as needed in stakeholder management (e.g., Adviser update meetings) and workflow management

Key Skills

Understanding of the Financial Planning process
Able to work within defined business processes
Ability to achieve agreed outcomes without supervision
Working towards or achievement of Level 4

In Return:
On site car parking
Study days / exam support
Hybrid / flexible working
Generous holiday allowance
Pension scheme

For more information, please contact