Job Title: Qualified Paraplanner
Location: Bury St Edmunds

Job Specification:

• Take phone calls in a professional and courteous manner and deal with a range of enquiries or transfer to another member of staff where appropriate
• Maintain up to date records of vital communication with providers and clients
• Deal with queries on existing business on behalf of advisers or clients
• Manage daily post for advisers, ensuring copies are backed up and relevant information is added to the back office system
• Corresponding directly with clients to make/adjust appointments and potentially manage an adviser’s diary
• Prepare client files including proposition documents, anti-money laundering evidence and agency transfer forms
• Generate detailed and accurate material for review meetings, including portfolio reports, investment analysis and Dynamic Planner reports
• Completion of post client review tasks, including outcome letters, instructing transactions and ensuring all regulatory requirements have been met
• Follow a high standard of record keeping ensuring all cases are fully compliant and centralised company registers are updated
• Process new business, liaising closely between the advisers and providers and ensuring that all compliance requirements are met
• Run quotes on a range of platforms and across various products
• Compile reports for existing business and new cases
• Maintain a high standard of organisation, including emails, back-office systems, company spreadsheets and shared folders.

Key Skills:

• Compliance & regulatory adherence
• Accurate record-keeping & case management
• Portfolio reporting & investment analysis
• New business processing & provider liaison
• Financial product knowledge & quoting systems
• Client communication & relationship management
• Professional telephone & written correspondence
• Organisation & time management
• IT proficiency (back-office systems, spreadsheets, platforms)
• Problem-solving & query resolution
• Team collaboration & workflow coordination