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Paraplanner Technical Support

Job in London, United Kingdom
Posted

Degree level

Master

Job function

Management

Required language

English (Fluent)

Work experience

0 to 1 years

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We are looking for a Senior Clients Co-ordinator (Paraplanner) to support a team of 2 Financial Planners within Wealth Management clients. The successful candidate will control the workflow and provide technical administration support to our Financial Planners, who provide holistic financial planning to a bank of both existing and potential new clients who pay regular fees to receive a designated level of service from JLT.

Main responsibilities and Accountabilities

  • Working together with the Financial Planners, Client Support Manager, Client Support Technical and Administrators to ensure a smooth workflow for your team.
  • Ensuring client service agreement requirements are met and procedures adhered to.
  • Maintaining and updating our database
  • Preparing meeting packs
  • Ad hoc client queries
  • Dealing with technical aspects of client queries and helping / assisting the administrators.
  • Processing new business applications

Experience and Education Requirements

  • Good numeracy, communication and organizational skills with an enthusiastic attitude to work. 
  • A good understanding of the Financial Services Industry, with a solid knowledge of pensions, protection and investments is essential.
  • Holding or studying towards the Diploma in Financial Planning.
  • Knowledge of Financial Services Industry and products available.

About Mercer

We are Mercer – award winning experts in insurance, risk management and employee benefits for businesses and individuals.

We are also part of Marsh & McLennan Companies (MMC) – a global network of experts in risk, strategy and people. With roots dating back to 1871, MMC’s businesses have been helping clients prosper amid changing times, from the Industrial Revolution to the digital age.

Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. We work with clients of all sizes to define, design, and deliver innovative solutions to better quantify and manage...

Insurance
London
30,000 employees