Junior Paraplanner - London, United Kingdom - Your Resourcing Partner Limited

Description

We are recruiting for a
Junior Paraplannerfor a successful partner practice of St. James's Place Wealth Management based in Knightsbridge, London on a full time basis.


Role Overview:

To provide technical administrative and general practice support to the company director and one other adviser.

Assisting with client servicing requirements, preparation of client forms, data reporting, administrative queries, logging of client data andall stages of business processing from LOA through to EBS.

Key Responsibilities:

• As the Junior Paraplanner, you will be working closely with the Director, Adviser, PA and Paraplanner to ensure the Practice's business processing requirements are fulfilled timely and effectively
• Managing the LOA requirements of the Practice from signature right through to checklist stage
• Liaising with clients for ID, Letter of authority information and any other policy documentation as required
• Effectively logging and tracking progress of incoming data and outgoing calls on Salesforce
• Escalating matters with the providers if information is not sufficient and/or the requests are being excessively delayed
• Processing client withdrawal requests (including follow ups with Admin Centre)
• Use of Salesforce to monitor tasks, note LOA actions and update client status
• Preparation of fund switch SL's, drawdown SLs and report packs for clients
• Assist with basic calculations
• Updating client CFRs and logging financial data as necessary
• Preparing EBS / advice records on Salesforce for business submission requirements
• Uploading of all supporting documentation and advice set docs, including client ID, ID&V checks and ensuring AML data is complete
• Ensuring client notes are updated fully on Salesforce
• Drafting of documents and/or correspondence, as required by the advisers
• Monitoring the business pipeline after case submission, including BA case allocations
• Checking the quality and content of handover memos, ensuring all information is correct and up to date
• Liaising with the Director / relevant adviser prior to EBS and checking the initial advice fee / ongoing advice fee splits
• Liaising with the Admin Centres and other SJP support departments (as required) to ensure swift and correct processing from submission right through to payment / issuing
• Logging of client calls and any follow up / chasing calls to Head Office on Salesforce
• Effective input and management of client data on Salesforce
• Other duties as required in order to meet the demands of the business, especially in busy periods

Attributes and Skills Required:

• Commenced Level 4 Diploma in Financial Planning / completed at least 2 of the 6 exams (or equivalent)
• SJP experience preferred but not essential
• Excellent knowledge of Salesforce
• Good understanding of iBusiness and the business processing end to end guides
• Willingness to selfdevelop and enthusiasm to learn other paraplanning based skills
• Time efficient and able to work under pressure
• Excellent writing skills, accurate typing and excellent English/grammar skills
• Able to use own initiative and problem solve when required
• Ability to prioritise own workload effectively
• Excellent attention to detail and communication skills
• The ability to multitask effectively and think 'outside the box'
• Smart and well presented, with a professional telephone manner
• IT proficient in Microsoft Outlook, Word and Excel
• Discretion, confidentiality and empathy towards staff when dealing with sensitive or personal matters
• Adaptable, flexible and an enthusiastic attitude to personal development

Additional information:

• Salary: £2432K per annum prorata depending on experience
• Hours of work: Monday to Friday 9.00am 5.30pm
• Contract type: Permanent
• Pension: Autoenrolement pension provided
• Location of work: Knightsbridge (SW3 1JJ), potential to work from home one day a week once fully trained in the role.