Paraplanner - London, United Kingdom - Reed Insurance

Reed Insurance

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are working with an established wealth institutions based in West London, they are actively looking for a new Paraplanner to join their team.

The role is to assist the Wealth Planners with the delivery of Wealth Planning services to new and existing clients, through the production of wealth planning reports.

Qualifications/experience required

Educated to degree level or equivalent
DipPFS or equivalent as a minimum
3 years industry experience in administration or paraplanning role preferred but not essential
Previous use of First software or Intelliflo is advantageous
Previous use of Voyant or alternative Cashflow software is advantageous

Key accountabilities

Liaise with Wealth Planning administrators and Wealth Planners to ensure all required information for report production is obtained in a timely manner
Ensure product research is kept up to date
Production of client reports within agreed timescales
Obtain and prepare paperwork required for client meetings and business submission
Deal with all forms of client communications including, where necessary, arranging client meetings for the Wealth Planners
Build technical Knowledge to achieve chartered financial planner status

Competencies/skill set

Getting Things Done
Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
Communication & Sharing Knowledge
Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
Customer Service
Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
Effectiveness & Adaptability
Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
Team Working
Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others
Client focus and concern for quality ensuring client satisfaction and retention
Actively participate in the sharing of knowledge to both Wealth Planners and Brokers
Maintain a full and proper understanding of the financial services market
Deal with issues promptly and appropriately