Technical Manager - Rutland, United Kingdom - Brevere Group

Brevere Group

Verified Company

Rutland, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you an experienced paraplanner, wanting to take your career to the next level and have a great impact on the wider business.

This role offers a great opportunity to utilise your technical ability, while developing the wider team and really contributing to the wider organisations success.

Due to continued success in providing fee based advice to HNW clients, this successful wealth practice requires a professional and proactive Senior Paraplanner to provide holistic support to Financial Advisers and the overall business as part of their administrationand paraplanning function.

You will act as the initial point of contact for client queries, supporting a senior Adviser with paraplanning duties, as well as liaising with product providers managing and developing the administration and review process to ensure a first-class serviceis provided to internal and external parties, your work will cover Investment, Pension and Protection planning.

Duties for this role will include:

Technical knowledge and experience across whole range of investments and pensions.
Collating client information and preparing suitability letters
Preparing illustrations and reports for client meetings
Managing cases to completion and working with internal processing systems
Ensuring that the business obtained is being processed compliantly and in a timely manner.
Pension consolidation experience analysis, SR etc
Happy to work outside the typical paraplanner box, involved with nontechnical work, and driving the business forward
Identifying opportunities for operational improvement
Ability to mentor fledgling staff developing a team of administrators
Ability to work independently and take initiative but always as part of the team

This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients.

In return, you will receive a generous basic package and the support to develop yourskills and further your career.