Paraplanner - Godalming, United Kingdom - 2i Recruit Ltd

2i Recruit Ltd

Verified Company

Godalming, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Requirements:

To analyse factfinding data and understand if there is sufficient information on which to base a suitability report.
Understanding the required content of a suitability report and conducting own research into any missing information before compiling it.
Able to use paraplanner online software to amend and mould template report into a clientspecific document.
Knowledge of Analytics and backoffice systems such as Intelliflo.
Analysing statistics.
Working with IFAs on what recommendations would best suit the client in line with their objectives and circumstances.
Liaising with compliance on presale checks, maintaining logs, use of risk warnings etc.
Working with the admin team on obtaining all the policy information, initial questionnaire responses for switches, logging of client data onto Intelliflo and completion of the client file.
Doing project work including in depth research and analysis and recommendations on matters such as platform reviews, taxplanning products and providers based on established criteria.
Due Diligence work on providers of certain products e.g. VCT and EIS.
Dealing with clients' technical queries and providing generic guidance in the absence of IFAs.
Attending relevant CPD events for role and keeping a log of all CPD activity completed.
Maintaining low risk KPIs for internal certification, including file review grades, CPD, presale checks, productivity and abiding by the conduct rules.
Maintaining regulatory and compliance knowledge by completion of mandatory Eukleia training, understanding of compliance manual and employee handbook.
Completion of suitability reports in a timely fashion and meeting any targets agreed with the director.
Being able to use webbased software including Synaptics, Square Mile and Paraplanner online.
Processing new business including pension and ISA switches.