- 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.
- 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.
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Your Talent Solutions Ltd Bristol, United KingdomParaplanner · Bristol – Hybrid Working · Salary up to £50,000 · Pay for parking and Mileage Allowance · About the Company · Our client offers financial planning and wealth management services. Their focus is on providing personalised financial advice tailored to the individual ne ...
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Found in: Talent UK C2 - 6 days ago
Bruin Bristol, United Kingdom PermanentRef: 37318A market-leading Financial Services organisation is looking to grow their team with the addition of an Assistant Paraplanner. · You will be working within a centralised team based in Bristol that supports Paraplanners and Advisers across the UK and daily duties will inc ...
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Found in: Jooble UK O C2 - 5 days ago
Reed Bristol, United KingdomReed Financial Services are representing a forward thinking and growing wealth management business. who are committed to providing the very best financial advice through their top-quality teams.In this role you will be responsible for providing excellent service to the Financial ...
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Found in: Jooble UK O L C2 - 2 days ago
Clever-HR: Financial Planning Recruitment Bath, Somerset, United KingdomParaplannerBathSalary £33,000 - £45,000 p.a. + discretionary bonus + excellent benefitsHybrid WorkingWe are delighted to represent this firm of Chartered Financial Planners who have an excellent reputation of investing and developing its team. They are looking for a passionate Pa ...
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Paraplanner
Found in: beBee S2 UK - 1 day ago
Idex Bath, United KingdomAn opportunity has become available for a qualified Paraplanner in Bath or Gloucester to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times · They are ...
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Paraplanner (Db Pensions)
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CleverHR Wootton Bassett, Wiltshire, United Kingdomdepending on experience) + Bonus scheme · Junior Paraplanner · depending on experience) + Bonus scheme · We are delighted to be supporting this Financial Planning firm who build personal, long-term relationships with their clients founded on trust, providing them with ongoing ...
Assistant Paraplanner - Bristol, United Kingdom - Close Brothers Group
Description
OVERALL SUMMARY
To support Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature.
RESPONSIBILITIES
WE WOULD LOVE TO HEAR FROM YOU / PLEASE APPLY IF:
As an employer, Close Brothers Asset Management is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employees or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.
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 Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
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