Company: REED
Job Type: Permanent, FullTime
Salary: £38,000 - £45,000 per annum, Inc benefits
Paraplanner - Location: Caerphilly on a hybrid basis after settling in period/sign off - then a minimum of 2 days in the office
- Job Type: Full-time
- Salary: depends on experience, qualifcations and skills - £38 - 45k plus benefits
We are seeking a dedicated Paraplanner to join our team. This role involves managing a diverse workload, prioritising effectively to meet client needs, and maintaining high standards of compliance and professionalism. The ideal candidate will have a strong background in financial planning and be adept at preparing detailed client reports and presentations.
Day-to-day of the role: - Manage and prioritise workload to ensure efficient client service.
- Interact with prospects and clients to collect and collate information for new business enquiries and ongoing reviews.
- Analyse market results and conduct thorough research to make suitable provider and product recommendations.
- Prepare presentations and suitability reports for clients and prospects.
- Handle the production and presentation of new business quotations and supporting documentation.
- Process applications and correspondence in line with regulatory requirements.
- Provide ongoing information to clients about current policies and additional products.
- Prepare and arrange documentation for client review meetings.
- Ensure all documentation is accurate before distribution.
- Manage debt collection and assist the finance team with accounting queries.
- Maintain accurate and up-to-date records for clients and prospects.
- Build and maintain effective relationships with providers, clients, and prospects.
- Support colleagues and contribute to team objectives.
- Participate in work-related projects as requested.
Required Skills & Qualifications: - Proven experience as a Paraplanner.
- Strong understanding of financial regulations and compliance.
- Excellent organisational and time management skills.
- Ability to work under pressure and meet deadlines.
- Proficient in data analysis and report preparation.
- Excellent communication and interpersonal skills.
- Commitment to professional development and maintaining professional competence.
Benefits: - Competitive salary and performance reviews.
- Opportunities for professional growth and development.
- Participation in external promotional and professional functions.
- A dynamic work environment with a supportive team.
To apply for the Paraplanner position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.
