Paraplanner - Cobham

We are looking for a Paraplanner in Cobham

The role of the Paraplanner is to work alongside and provide knowledgeable and technical support to our Adviser(s) to ensure the appropriate end to end management of the client lifecycle using the PFS agreed policies, processes and toolset.

Core Experience / Competencies

• Core Experience / Competencies • Previous Experience of Intelligent Office (IO)
• Strong customer service ethos – able to build and maintain relationships of trust across a diverse client base.
• Process driven – able to follow defined processes to evidence adherence to PFS standards and policies, regulatory requirements and any other compliance demands.
• Attention to detail – working with the Adviser(s) to ensure that clients have all the information they need in order to review and make decisions about their investments; that providers have the correct details to carry out client instructions; and that all this information is recorded in the agreed PFS format and process.
• Problem solving – able to find solutions to issues and non-standard situations as they arise, ensuring appropriate escalation and recording in line with complaints processes and/or feedback to ensure continuous improvement on PFS processes and toolset.
• Collaborative Communicator – building relationships with clients whilst maintaining trust and inspiring confidence. Liaising and working with administrator(s) and offering support to ensure correct illustrations, key features and applications are provided.
• Able prioritise and manage workload – work with Adviser(s) to understand and prioritise client workload while balancing new business applications and ensuring provider forms are prepared as required and clients are updated throughout the process.

If you are interested or know anyone who may be a suitable candidate for this role, please send a CV to recruitment@pembrokefinancial.co.uk