Paraplanner - hybrid working - 2 days hone 3 days office after training period

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.