OVERALL SUMMARY
Join TrinityBridge Paraplanning Team where you will support Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature. This role can be based in either Glasgow or Edinburgh.
RESPONSIBILITIES
* Obtain information on existing policies; this will include issuing a letter of authority, chasing up providers regularly and obtaining the information either online, over the telephone or in writing.
* Produce new business illustrations, using either our own or 3rd party software.
* Prepare information/comparisons for analysis by the Paraplanner and Adviser. This will cover the use of Pulse, IMAGO, Iress and other financial planning software.
* Request and obtain application forms and other associated paperwork.
* Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
* Ensure adherence to Department’s and Company procedures and Department’s Key Performance Indicators (KPIs)/objectives.
WE WOULD LOVE TO HEAR FROM YOU IF:
* Are looking for progression with Regulated Diploma in Financial Planning (CII) qualification.
* Understanding of the Financial Planning process, where appropriate.
* Ability to work within defined business processes and to achieve agreed outcomes without supervision.
* Ability to multi-task and to prioritise and plan own workload.
* An assertive “can do” approach to dealing with product providers and fund management groups.
* It’s desirable to have strong IT skills in Word and Excel as well as in a range of in-house and 3rd party software tools, such as X-Plan and Iress.
* Effective verbal and written communication skills
At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.
To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
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