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Exam funding and support is provided
Clear career path in Paraplanning
Our Client, an established firm of Independent Financial Advisers are known for their excellent reputation based on integrity, and for proving superior service to their Clients. As a result of ongoing growth, a new job opportunity is available for a Trainee Paraplanner to join their vibrant and growing team. Our Client rewards their staff for commitment in which employees will be offered a clear career path, a market leading salary, benefits package and an environment which encourages teamwork and thought sharing.
Responsibilities
" Provide high quality support to our Consultants
" Draft Technical suitability report 's in accordance with compliance guidelines
" Assist Consultants in the production and issuing of client advice, including liaison with product providers and undertaking product research for the Consultant
" Prepare and issue client reviews including obtaining product specific information e.g. switch fees and funds available and charges
" Work with FE analytics
" IRESS Quotes and Protection Case Preparation
" Co-ordinate the issuing of client advice, client correspondence and enclosures
" Process new business process through to conclusion
" Work with Platform sites
" Completing Replacement Business forms, gathering information from providers.
" Production of quotes and relevant application paperwork via various external provider platforms
" IRESS Quotes and Protection Case Preparation
Compiling cases for processing by ensuring all the required paperwork included is signed, this will include:
" Suitability Report
" Fact Find
" Quotes
" Application form
" Other related paperwork
" Processing High Risk business (Ad Hoc):
" BED/ISA
" Top Up
" Fund switches
" Changes to contributions
" Withdrawals
" Production of Post Investment Valuations
" Use of the back office systems (Intelligent Office & Volume) by way of accurate record keeping, client file updating, and scanning allocation to relevant client file
" IFA point of contact for all queries relating to the case both pre and post submission
Requirements
" Previous Financial Services industry experience
" A proven track record in providing high quality administration support
" Working towards CII level 4 qualifications would be desirable
" Excellent communication skills both verbal and written
" Ability to effectively manage your own time and achieve strict timescales
" Excellent attention to detail
" Strong team player
Our Client is looking for a Self-motivated, driven, passionate individual, to join them and hit the ground running. You will be a professional individual who is committed to delivering a high degree of client care and someone who takes pride in their output of work.
For more information please contact one of specialist consultants quoting NJR15539
