This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. Whats most important is the desire to learn, and build a worthwhile career.
Location: Office based primarily but home working is available for up to 2 days per week
Hours: 5 days per week - 9am until 5pm (Monday - Friday)
Salary; £25,000 - £27,000 Negotiable
Contract type: Permanent
Benefits;
1. 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
2. NHS Top up Medical Cash Plan (increasing with length of service)
3. Gym membership
4. Free onsite parking
5. Bike to work scheme
6. Exam support and funding
7. Inhouse development path for those that want to develop throughout the various roles
8. Team socials
Role purpose: An exciting new opportunity has arisen within the Paraplanning team providing paraplanning support to the Paraplanners, Advisers and wider business.
Key Duties and Responsibilities:
Providing paraplanning support to the Financial adviser team across more simple products and cases with a view of developing into more complex advice areas and cases in development and learning journey
Sending Letter of Authorities to third party providers
Chasing outstanding information with third party providers
Analysing of policy information
Preparation of basic suitability letter and reports
Accurately recording clients data and compliance
Communication between client and adviser to ensure both parties are updated throughout the process
Working within desired timescales for completion of tasks
Project a professional image in both appearance and attitude and provide quality support on time to agreed standards
Maintain up to date industry knowledge and awareness by attending training days and keeping abreast of advice and process changes internally
Develop technical competence at an appropriate level to meet the requirements of the role
Maintain a good working relationship with colleagues, clients and third parties.
Person Specification:
Genuine interest in Financial Services and paraplanning as a long term career
Interest in taking exams and keen to develop is essential
High level of attention to detail and accuracy
Highly organised
Excellent written and verbal communication skills
IT Skills
Demonstrates a positive attitude at all times
Works well as an individual and also as part of a large team
This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. Whats most important is the desire to learn, and build a worthwhile career.
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