Paraplanner Support - London

Type of Position: Paraplanner Support - London
Pay: £30k - £33k

Paraplanner Support - London

Our client is seeking a Paraplanner Support for their team in London. The role involves working within the Paraplanning Team under guidance.

Key Responsibilities:

• Managing client data on X-Plan, including:
• Inputting, scanning, and attaching Fact Find information
• Inputting service level and fee information from the Client Agreement, scanning and attaching
• Maintaining client ID records
• Inputting data consent information, scanning and attaching
• Maintaining client attitude to risk records, including inputting risk scores and attaching relevant documents, and managing workload via X-Plan tasks
• Preparing and maintaining client files, meeting packs, and compliance documents for meetings
• Running client risk profiles through Dynamic Planner and liaising with Paraplanners/Advisers
• Liaising with providers to obtain plan information under supervision
• Assisting Paraplanners with recommendations and reviews

Person Specification:

• Proficient in Microsoft Outlook, Word, and Excel
• Organized with good prioritization and multitasking skills
• High attention to detail
• Excellent written and verbal English skills
• Quick learner with software platforms
• Team player capable of working independently

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