paraplanner
Responsibility
- answering routine telephone calls and face to face enquiries
- letter writing to clients/external providers
- diary management including appointment making
Show more +12 - providing administrative support to the Financial Adviser and wider team
- preparation of Meeting files – New and Review
- client interaction and dealing with client enquiries – phone/email/letter/face to face
- building and maintaining professional relationships with clients and colleagues
- liaise with external providers and companies
- prepare business submission files to pass to paraplanner
- ensuring compliance documentation is completed and filed correctly
- file/Client Record maintenance both manual and computerised
- reprioritise workload to ensure that all urgent work is actioned in a timely manner
- ensure all relevant processes and actions are completed in a timely, effective manner to support other members of the team
- scanning and processing of client documentation
- monitoring and Management of email inbox
Requirements
- previous experience of working in an admin/clerical/finance environment
- financial services
- finance or accounts experience would be beneficial, but not essential
Show more +6 - confident and polite phone manner, and ability to deal effectively with all queries
- good communication skills both written and oral
- manages time effectively with the ability to multitask and adapt to a varied workload, prioritising tasks accordingly
- respects and maintains confidentiality at all times
- works well as an individual and also as part of a team
- strong attention to detail
Salary in other companies in the position paraplanner
| PIP LEGAL | 12375 £ | 3750 £ 12375 £ |
| TRUESTAR TALENT | 5000 £ | 3750 £ 12375 £ |
| MB FITZGERALD | 4447 £ | 3750 £ 12375 £ |
| PROGENY | 4166 £ | 3750 £ 12375 £ |
| DAVIES RESOURCING | 4111 £ | 3750 £ 12375 £ |
| CANDIDATE SOURCE | 3750 £ | 3750 £ 12375 £ |
| KENNEDY PEARCE CONSULTING | 3750 £ | 3750 £ 12375 £ |
| RESOURCE SOLUTIONS | 3750 £ | 3750 £ 12375 £ |
| ADVANCE SEARCH AND SELECTION | 3750 £ | 3750 £ 12375 £ |
| OAK PRIVATE WEALTH | 3750 £ | 3750 £ 12375 £ |