Senior Paraplanner Administrator - Client Support

At Oliver Wyman Group, we are looking for an experienced Senior Paraplanner Administrator - Client Support to join our team. The successful candidate will be a highly organized, detail-oriented professional with the ability to handle multiple tasks efficiently.The Senior Paraplanner Administrator - Client Support is responsible for providing technical and administrative support to the client-facing paraplanner team. This role requires excellent communication and interpersonal skills, as well as strong problem-solving and analytical abilities.The ideal candidate should have a minimum of 3 years of experience in financial services, preferably paraplanning or financial planning. The successful candidate must have a deep understanding of financial planning products and services and be able to work with clients to create comprehensive plans and strategies. In addition, the candidate should have a strong understanding of financial planning software and be proficient in Microsoft Office applications. If you possess the following qualifications and have excellent customer service skills, we invite you to apply for this exciting opportunity.

Responsibilities:

1. Provide technical and administrative support to the client-facing paraplanner team.
2. Excellent customer service skills when interacting with clients.
3. Develop comprehensive financial plans and strategies for clients.
4. Monitor client accounts and provide updates on progress.
5. Utilize financial planning software to create and modify plans.
6. Maintain up-to-date knowledge of financial products and services.
7. Identify areas for improvement in processes and procedures.
8. Prepare and review reports, documents, and presentations.
9. Assist with the onboarding of new clients.
10. Respond to inquiries and resolve client issues.

According to JobzMall, the average salary range for a Senior Paraplanner Administrator - Client Support in London, UK is between £35,000 and £45,000. This salary range can vary depending on the employer, experience, and the individual's qualifications.

Oliver Wyman is a global management consulting firm. Founded in 1984, the firm adopted its current form in May 2007, when Mercer Oliver Wyman joined with Mercer Management Consulting and Mercer Delta to become one firm named Oliver Wyman. It is part of the Oliver Wyman Group, a business unit of Marsh & McLennan.