My Client is a successful Wealth Management firm with a National presence. With an amazing culture based around their thriving team.
Looking for someone to join their team in a Senior Paraplanner capacity.
Main Purpose of the Role:
To assist with the pre and post checking of reports
To assist with the maintenance and development of Courtiers’ report writing system/s
To assist with the training and support of Trainees
Duties and Responsibilities:
Contribute to corporate development and prosperity, assist other employees, and be involved with their training as required
Run support groups and training for Trainee Paraplanners and Trainee Advisers
Create training courses via the Education Academy and roll out across the business
To assist in the creation, implementation, and development of internal systems, to meet regulatory obligations, and to improve and maintain efficient working practices within the organisation
Answer technical questions for the business
Checking of Paraplanning reports and feedback on issues or better ways of working
Pre-screening of Adviser report requests
Provide support in improving and updating report templates
Assist with updating of Procedures Manual and ensure that it remains up to date
To make recommendations as to how the firm’s systems and procedures might be improved
