Banner Default Image

Paraplanner

  • Location

    Grantham

  • Sector:

    Commercial, Accountancy and Finance

  • Job type:

    Permanent

  • Salary:

    £35k per year

  • Contact:

    Nicola Ackroyd

  • Contact email:

    nicola.ackroyd@ambitionspersonnel.com

  • Contact phone:

    01476 574514

  • Job ref:

    52732

  • Published:

    30 days ago

  • Expiry date:

    2024-11-05

 

Do you have a background in financial services? If so, our client in Grantham could have the perfect role for you!

We are seeking a Senior Paraplanner to provide comprehensive administrative support to our Financial Advisers. The ideal candidate will come from an IFA/wealth background and have exposure to supporting advisers in a technical administration capacity. The role is ideally suited to someone who has worked as a Senior Paraplanner before. 

Whilst working as the Senior Paraplanner, you responsibilities will include:

  • Prepare new business documentation and client review packs
  • Assist in producing and updating accurate client portfolio valuations and reports
  • Work closely with advisors to interpret and communicate advice based on client’s circumstances, risk profile, and objectives
  • Assist advisors in preparing recommendations and suitability reports
  • Obtain literature and forms from providers
  • Conduct anti-money laundering checks
  • Pre-qualify and book appointments with advisers by calling clients
  • Maintain accurate records of leads and progress
  • Order and ensure up-to-date literature is available for advisers
  • Stay updated with relevant product, legislative, and technical changes

The ideal candidate will have level 4 Diploma for Financial Advisors and experience in an IFA/wealth background. Knowledge of tax or trust exposure would be beneficial

The successful candidate will work both independently and as part of a team, demonstrating excellent communication skills and motivation to excel in a standalone role.

If you are a motivated and proficient individual with a background in financial services, we encourage you to apply for this exciting opportunity.

For more information, please call Nicola on 01476574514 or email your CV to nicola.ackroyd@ambitinspersonnel.com to apply