Junior Paraplanner - Flexible Working

Junior Paraplanner Salary up to £37-45,000 Hours 9-5 – Hybrid (2 days office) We are delighted to be recruiting on behalf of a global wealth and succession planning solutions firm, who provide high level service to high net work and ultra-high net worth individuals. Based in Mayfair, you will be supporting the UK sales teams driving excellent service to drive good outcomes. Duties: Support in the ongoing insurance intermediation services Service existing clients and partners and address general ad-hoc and technical queries. Support the coordination of all aspects of the tailor made, complex financial cross-border solutions until the transactions have been approved and agreed with all stakeholders Collaborate closely together with the insurance company in order to service the clients and act as an intermediary for them. Supporting the UK Sales team with reviewing existing client files where required ahead of meetings and assisting in identifying opportunities and with following up Preparation of annual client reviews as appropriate, supporting the paraplanner conducting the review ensuring that the support is in accordance with FCA regulatory and client suitability requirements. Management of annual reviews and responsibility for the progress reporting of the review to Senior Management. Assisting where required in the preparation of suitability letters, creating advice sets, illustrations and documentation preparation for AML checks. Liaising directly with clients where appropriate and contacting third parties for any additional information that maybe required or to answer third party questions/queries. Management and responsibility of the partners, introducers and third-party database ensuring appropriate documentation is completed and Compliance approval received to onboard the third party. Responsibility for ensuring that the FCA Record Keeping requirements are adhered to and that client files remain up today and relevant. Working efficiently, in line with procedures and processes to tight deadlines to ensure smooth business submissions, high service standards that result in and a good client experience Additionally, you will provide support on projects Keeping up to date with regulatory changes, relevant legislation, business risks and appropriate CPD requirements. Ensuring good conduct, TCF and operating in line with the FCA Consumer Duties requirements. The right person for this role will offer around 3 years’ experience within the wealth planning industry and will be working towards FCA level 4 regulated and registered with the CII or equivalent. Salary will depend on experience