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 ..... full job details .....