PARAPLANNER / BUISNESS MANAGER

Clark James Recruitment are working with a leading Wealth Management business.

Due to continued growth and expansion our client is looking to recruit a Business Manager/Paraplanner to join the business.

Our client is serious about investing in the growth of their team, they are looking for someone who's passionate about developing, building capability, and raising standards across the firm.

Company

We're entrepreneurial, collaborative, and constantly evolving.

We work hard, celebrate success, and support one another - but above all, we care deeply about doing things properly and developing our people to deliver exceptional outcomes for clients.

Role

Business Submission (drive business through)

• Manage and drive cases on the go.
• Address delays.
• Deal with any admin issues/funds unmatched.
• Hand off cases to our paraplanning partner and liaise as necessary for additional information / ensure cases are dealt with promptly.
• Checking Suitability Letters before they are submitted.
• Chasing clients on outstanding docs/confirmation happy to proceed.
• Manage Final Salary cases through / non-transfer proposals.

Client Servicing

• Manage withdrawals/encashments.
• Manage any drawdown cases.
• Deal with client queries where able.
• Ensure all clients have their annual review meetings booked with a view to providing outstanding service and protecting ongoing advice charges.

Business Tracking

• Estimate IAF projections each month.
• Manage Turnover - business issued correctly.
• Update Business Tracker and track business issued.

Paraplanning

• Supporting on paraplanning where necessary, including; new money cases / EIS & VCT / IHT planning o Protection (predominantly IHT cases).
• Undertaking analysis of investment transfers via FE Analytics and preparing transfer proposals.
• Running Cash Flow models via Voyant to support review meetings or transfers.
• Supporting in preparation of review documentation.

Project and Business Development Work

• Undertaking projects to determine where opportunity may lie in the existing client bank.
• Business Development & Marketing projects surrounding existing or prospective clients.
• Analysis of source of issued business to refine business development strategy.
• Analysis of Costs.

Training Support and Team Oversight

• Ongoing training and support to new Associates.
• Sharing best practices amongst the associates.
• Oversee and support other associates who are part of the Senior Wealth Managers team.
• Process improvements.
• Regularly review team efficiency with a view to enhancing and developing.
• Work with Operations Manager to share feedback on outsourced partners and technology with a view to improve and enhance the services available to the practice.

Candidate requirements

Essential

• Experience in Financial Services admin/case management, able to manage cases end-to-end and resolve administrative issues.
• Product knowledge - Pensions, investments, protection, drawdown, encashments, DB/Final Salary processes.
• Working paraplanning knowledge - new money cases, transfer analysis, IHT/EIS/VCT familiarity.
• Confident with Excel for forecasting and business tracking.
• Strong organisation and attention to detail - managing multiple cases, checking submissions.
• Proactive client-facing communication - chasing and updating.
• Some experience training/mentoring junior staff and sharing best practice.

Desirable Skills

• Level 4 diploma or working towards.
• Working knowledge of FE Analytics and Voyant.
• Paraplanning experience.
• Business Development or client-bank analysis experience.
• Process improvement or operational efficiency experience.

Package

• Basic salary to £47,000.
• Bonus.
• Hybrid - 4 days in the office during probation; 3 days in-office thereafter.
• Competitive pension scheme.
• Access to funded Private Medical Insurance.
• Employee Assistance Programme: access to private GP appointments, savings & discounts, gym membership, financial wellbeing tools.
• 21 days holiday + annual accrual.
• Christmas closure (3 days).