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Client Technical Support

Job description

An opportunity has become available for a Paraplanner in Southampton to join a growing financial planning firm, and work directly with one of the Senior Partners. This is a fantastic opportunity for someone who wants to become a financial planner as you will sit in on all client meetings!

They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the financial planning director and assisting them with a range of cases and being involved in the client meetings.

You will be a point of contact for the clients and will be speaking with them regularly via email or over the telephone, providing relevant support and guidance where required and referring to the adviser when necessary.

Your role will include but will not be limited to:

  • To attend client meetings (normally via Teams) with the FP Director to take detailed notes of the meeting
  • Transpose the meeting notes into the fact find and Investment Risk Discussion document for submission
  • To assist the Financial Planner in formulating the advice to the client, taking instructions for Research
  • Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance
  • Respond to client emails by analysing and researching the technical questions and creating the appropriate response for the client or FP Director
  • Assist team PA with technical matters and liaising with clients in the absence of the FP Director

The ideal candidate will:

  • Level 4 diploma qualified - or very close to obtaining
  • Good understanding of the Financial Planning process
  • Strong interpersonal skills, both written and verbal communication
  • Customer service skills - providing an excellent service to the Adviser and client
  • Excellent planning and organisational skills
  • Ability to work effectively to deadlines
  • Accuracy and attention to detail to balance demands of role

This is a unique opportunity for a Paraplanner in Southampton to be involved in the full client experience, working with a highly experienced and high performing Financial Planner.

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.