The role will be as Paraplanner, working in a business that is embracing change in order to deliver the best outcomes for clients. The business is using the recent lockdown to improve on all processes and communication methods so the ideal candidate will need to embrace change, be able to manage projects and have a clear vision of where the financial service industry needs to progress to.
Ideally, they have experience in Intelligent Office (or another back-office system), Financial
Express/Analytics and Cash Calc (or another cash flow planning tool).
This is a great opportunity to join a very happy business and one rewards hard work.
General responsibilities
1. Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times
2. Comply with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the firm at all times.
3. Keep up to date with all relevant product, legislative and technical changes, as required.
4. Follow appropriate ethical standards within the firm at all times.
5. Ensure all dealings with clients are carried out in a professional and courteous manner.
Specific responsibilities
These are the responsibilities in which you are the primary responsible person.
6. Preparation of reports for IFAs, including recommendation letters and sign up documents.
7. Assisting the Director with new and existing client meetings.
8. Working with the Director and leading special projects designed to improve the business.
9. Working with compliance to ensure that all processes are adhered to.
Skills required
10. Patience
11. Able to work in a team
12. Willing to learn
13. Able to work on their own
14. Being trustworthy
15. Being organised
16. Attention to detail
17. Good listening skills
18. Good telephone manner
19. Above all enthusiasm to progress, learn and produce the best outcomes for our clients