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Paraplanner (Hybrid)

Job Description

Are you looking for your next role as Paraplanner to work for an exciting organisation that values their staff and want to work with a fantastic team? If so, my client offers great opportunity to develop further , and work within a fast paced organisation that put`s the client first every step of the way. You will have the chance to work a hybrid role, be valued and be rewarded for your successes.

The Paraplanner has a key role in delivering `excellent` client service The Paraplanner is responsible for client report writing, `placing` of investments and other administration generated from client meetings and other incoming telephone, email and postal queries.

Skills and Experience
o Diploma/Certificate in Paraplanning or Financial planning;
o Excellent inter?personal skills, both written and verbal, especially good report writing skills;
o Prioritises and plans own workload meticulously including ability to multi?task effectively;
o Good numeracy with an excellent attention to detail and ability to analyse statistics;
o Ability to apply processes rigorously to promote effective and efficient working;

Main Duties & Responsibilities
o Managing the client`s financial information and documents including collating quantitative information from various sources
and updating/creating the Client Financial Review documents;
o Following up actions from client meetings and responding to client telephone, email and post queries, as
delegated to you by Partner/team leader;
o Responsible for Preparation of suitability letters, reports and financial plans;
o Completion of various application forms and documentation on the client`s behalf;
o Transacting complex client investments and ensuring that deals are carried out in line with instructions;
o Point of contact for providers/3rd parties in relation to technical and complex administrative queries;
o Can provide up to date feedback and updates on all client cases when required to Partner/Advisor and management team;
o Updates and maintenance of the Client Relationship Management (CRM) system
o Preparing simple client reports in accordance with the agreed recommendations; and


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