Job description
This role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function.
Your duties will include but will not be limited to:
1. Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed
2. Undertake quotes using relevant in-house platforms or request quotes from external providers
3. Undertake the necessary research and analysis
4. Compile suitability reports detailing the recommended advice to suit the client's needs, uploading the report into the system for the Financial Adviser to pick up remotely
5. Discuss the reports with the Financial Adviser, amending as necessary
6. Instruct the IFA Administrator to proceed with preparation of the pack for the client
7. Pre-populate client application forms ready for the Financial Adviser to discuss with the client
8. Record, monitor and report on progress, completing the weekly logs to enable the Senior Paraplanner to review work-flow across the team
9. Report obstacles and deviations from the agreed timescales to the Financial Adviser and IFA Administrator, so that client expectations are appropriately managed
10. Ensure that potential service delivery failures are brought to the attention of the Senior Paraplanner in a timely manner, that resolution is swift and work together to revise process so that the likelihood of repeat errors is lessened
11. Support the Treating your Customers Fairly (TCF) initiative
For you to be a successful candidate:
12. Financial Planning Diploma qualified (or equivalent professional qualification)
13. Demonstrable paraplanning experience
14. Experience of, or understanding and a willingness to work with a centralised investment proposition
15. Proven ability to work with templated suitability reports
16. Experience of including additional bespoke explanations for recommendations made outside of the standard template
17. The ability to prioritise and juggle workload
18. Excellent communication skills, both written and verbal
19. Attention to detail
20. Client confidentiality
21. Knowledge of Microsoft Office software applications
Benefits:
22. Salary up to £38k
23. 2 days home 3 in the office
24. Learning support and will pay for qualifications
25. Study groups
26. 5% pension
27. 4x DIS
28. PMI
29. Critical illness cover
30. Group protection
This is a fantastic opportunity for a Diploma Qualified Paraplanner to work in one of the hubs across the UK! If you would like further information please apply and we will be in touch.