Trainee Paraplanner

MAIN PURPOSE OF ROLE

Report Writing and Administrative duties as part of the team to ensure clients are confident, capable and informed about their investment and financial choices, including compliant advice and processing in all areas. You will also be responsible for making outbound calls to both existing clients and new leads. You’ll maintain client relationships, identify opportunities, and support the wider sales team with administrative tasks. The ideal candidate will be comfortable making calls, working to targets and have good organizational skills.

Responsibilities

• Responsible for ensuring that client files and general records are updated timely and correctly. This involves managing paperwork for 3rd party companies that needs to be completed in a timely manner and the completion of various templated reports.


• Ensuring data input is correct and databases are maintained and updated appropriately.


• Ensuring client contact through all communication types is professional at all times.


• General administration and office duties such as filing, scanning, general letters, reporting, photocopying and collating information.


• Answer telephone (when needed) and direct calls as appropriate. Receive and respond to emails.


• Contribute to the Advice Process through attending meetings and discussing matters with The Investment Director, Business Manager, Client Account Supervisor, Consultants and Financial Advisers.


• Liaise closely with all of the team to ensure smooth communication of information and assist with processing in other areas where the need may arise.


• Have excellent client relationship skills.


• Compliance with the firm’s policies and procedures, including but not limited to health and safety requirements, proceeds of crime act, TCF, FCA guidelines, whistleblowing and vulnerable clients policies. Client data is held securely and Data Protection considerations are complied with.


• Accurately update client records and call outcomes in the CRM system


• Follow up on previous conversations to build rapport and move prospects through the sales process

Requirements

• Previous office experience is essential, with a focus on administrative roles.


• Proficient computer skills


• Familiarity with Microsoft Office Suite (Word, Excel)


• Strong organisational skills with the ability to manage multiple tasks effectively.


• Excellent data entry skills with attention to detail.


• Excellent telephone skills

Experience in the industry is not a necessity, but an interest in this industry is essential.

Job Type: Full\-time

Pay: £25,000\.00 per year

Benefits:

• Company pension


• Life insurance


• On\-site parking

Language:

• English (required)

Work Location: In person

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