Paraplanner - London, Mayfair

We are currently recruiting for an award-winning Financial Planning practice based in London, Mayfair, which is looking to recruit a Paraplanner. They offer hybrid working, with 2 days a week from home.

The Paraplanner will assist Wealth Planners with delivering Wealth Planning services to both new and existing clients by producing comprehensive wealth planning reports.

Key Accountabilities

1. Coordinate with Wealth Planning administrators and Wealth Planners to gather all necessary information for report production in a timely manner.
2. Maintain up-to-date product research.
3. Produce client reports within agreed timescales.
4. Prepare paperwork required for client meetings and business submissions.
5. Manage all forms of client communications, including arranging meetings for Wealth Planners when necessary.
6. Build technical knowledge to achieve Chartered Financial Planner status.
7. Deliver on objectives promptly, prioritize workload, and maintain professionalism under pressure.
8. Communicate confidently, clearly, and accurately; maintain accurate records; utilize new technology effectively.
9. Provide excellent customer service, finding solutions aligned with TCF principles, and using feedback to improve service.
10. Maintain high productivity, strive for continual improvement, and understand individual contributions to corporate objectives.
11. Share knowledge and support team goals, demonstrating cooperation and supportiveness.
12. Focus on client satisfaction and retention by ensuring quality service.
13. Participate actively in knowledge sharing with Wealth Planners and Investment Managers.
14. Stay informed about the financial services market.
15. Address issues promptly and appropriately.

Qualifications / Experience Required

1. Educated to A-level standard or equivalent.
2. Fully or partially qualified CII DipPFS as a minimum.
3. At least 12 months of industry experience in administration or paraplanning roles.
4. Experience providing customer service to High Net Worth individuals.
5. Experience with First software or Intelliflo is advantageous.
6. Experience with Voyant or alternative Cashflow software is advantageous.

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