Advisory Paraplanner

Responsibilities

• Data Collection and Analysis – Collate and analyze data using preset tools, methods, and formats. Involves working independently.
• Information and Business Advice – Resolve queries from internal or external customers or suppliers by providing information on complex processes and related policies, referring issues to others where necessary.
• Document Preparation – Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
• Insights and Reporting – Extract and combine data to generate standard reports.
• Customer Relationship Management / Account Management – Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
• Financial Advice – Conduct compreh...