Job Summary: QPP is looking for an experienced Paraplanner. This position requires exceptional writing skills, a keen sense of commerciality and a commitment to process improvement. The role includes establishing and maintaining important customer and supplier relationships.
At least 5 years experience in the financial advice/planning industry.
Relevant qualifications in financial advice/planning. Diploma in Financial Planning or degree qualified would be preferable.
Experience to assess a clients current circumstances and identify planning issues.
Experience to prepare Statements of Advice documents.
Experience in the use of financial planning software (Xplan)
Experience in the use of financial planning software (COIN) will be an advantage.
Understanding of complex investments and strategy.
Duties may include, but are not necessarily limited to:
Act as a key contact for clients and paraplanners.
Implementation of advice including all areas.
Provide support to the Financial Advisers and paraplanners.
Assist with adherence to the licensee compliance requirements.
Preparation of relevant research.
General administration work as required.
Filtering of incoming calls and emails.
Key Performance Indicators:
Develop the QPP Way and standard with the Operations Manager.
Train the current and future salaried and contract paraplanners on the QPP Way
Complete Advice Documents allocated to you in 3 business days using the QPP Way
Work closely with key customers.
Manage technical customer enquiries by phone and email.
Maintain key licensee accreditations.
Good interpersonal skills.
Able to handle stress and pressure.
Able to work independently, efficiently and consistently.
Ability to make objective decisions.
Ability to develop good working relationships with work colleagues a team player.
Able to maintain confidentiality.
A self-motivated person who takes personal responsibility for developing excellence.
Portray a professional image.
Logical thinker; Level-headed and mature.
Able to maintain a high level of responsibility.
Demonstrates an interest in continuing professional education.
Should you be interested in the above position please send a cover letter and your CV