Paraplanner (Wealth Management)

Recruiter
Meridian Business Support
Location
Exeter
Salary
Neg.
Posted
05 Jan 2017
Expires
15 Jan 2017
Sector
Accounting
Are you a Paraplanner qualified up to level 4? Do you enjoy developing and maintaining long standing business relationships with High Net Worth (HNW) clients? Are you looking to work for a inspiring organisation with a long track record of profitability and prides itself on the quality of its service and has built its reputation on understanding the needs of its clients. I am pleased to be recruiting for this well established and expanding client who have a fabulous reputation and are a delightful employer. Key Responsibilities Supporting Client Management: - Support the Wealth Planners in developing, growing and retaining their portfolio of HNW Clients. - Validating and checking valuations prepared by the Wealth Planning Assistants for the Wealth Planners - Researching and analysing information for client solutions to ascertain viability and determine due diligence criteria have been fully met. - Preparing meeting agendas and reports ensuring all areas of the client's financial situation are addressed, by cross referencing with Fact Find and identifying needs and opportunities. - Deal with client affairs with integrity and efficiency at all times and in a manner that is in-keeping with the standards required by HNW individuals. - Play a significant part in the service delivery (dealing with client requests and processing data etc) - Responsible for identifying opportunities which match the client's needs and maximize the income (through identifying target clients and support developing sales pitches). Organisation: - Organising, maintaining and coordinating diaries for the Wealth Planners (including future planning of meetings, meeting preparation, planning for issues). - Investment, pension, protection and tax planning product testing, meeting with providers. General Administration: - Assisting with compliance functions to ensure the business is in line with regulatory requirements, including file checking, product research and preparing suitability letters - Communicating with clients and providers at all levels via telephone, post or email. Client Acquisition - Assist with managing the Wealth Planners network of personal and business relationships, both internally and externally to acquire, develop and service clients. - Pro-actively generate new business opportunities using existing clients and leads from other areas of the business Preferred Skills: - Customer Focused - Working Pro-actively - Planning and Reviewing - Expert Knowledge - Business and Commercial Focus - Communication and Confidence Hours: 8.30am to 5pm Excellent benefits: - Pension - Health insurance - 25 days holiday To apply, or to find out more information, please click on one of the "apply" buttons or call Mags on Please note that due to a high level of applications, we can only respond immediately to applicants whose skills & qualifications are suitable for this position. Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.

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