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REED Financial Services are representing a leading national banking and Wealth management firm who have an opportunity in their central Bristol office for an experienced IFA support professional to join their Assistant Paraplanning team non a 12 month Fixed term contract. This is a fantastic opportunity if your looking to develop yoru skills more technically and have an interest in progressing to Paraplanner and gaining exposure.
ROLE OVERVIEWTo support Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature.
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:
- Progression with Regulated Diploma in Financial Planning (CII).
- 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
IN RETURNA competitive salary, unrivalled benefits, professional exam support and genuine career progression can be offered plus work in a market leading company in a friendly supportive environment and hybrid working , 3 days office/2 days home working.
