- To obtain valuations, quotations and illustrations and supporting documentation in preparation for and following client meetings.
- Manage the internal processing system to ensure the delivery of ongoing service requirements, maintaining accurate CRM records.
- Produce Client Suitability Reports for personalising and sign off by the Practice Principal/Adviser
- To administer the submission of applications to platform/product providers and monitor relevant systems to ensure accuracy and/or acceptance
- Prepare proposals for the solution that the planner has selected for the client including approved product illustrations and literature and establish details on the chosen investment platform where applicable.
- To contact clients prior to adviser meetings to confirm appointments and obtain up to date information in line with practice processes and adviser requirements.
- To manage ad hoc client administration including elements such as withdrawals, changes of address, requests for documentation etc.
- Provide ad hoc research and administrative support to the Principal/adviser as and when required
- Compliance - understand and adhere to the practice and Openwork's systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies. This includes completion of any mandatory training requirements
- Minimum 2 to 5 years' experience in an administrative/paraplanner role based in a Financial Advice business or the Financial Services Industry
- An understanding of fund management, UK taxation, life insurance and investment products
- IT Literate with the ability to use Office 356 including Excel, Word, PowerPoint
- Experience in using platforms, cashflow modelling and analytics tools
- Strong communication skills gained within a provider and client facing role
- Have a strong personal work ethic
- Have the ability to work to tight deadlines
- Have strong organisational skills
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Paraplanner - Birmingham, United Kingdom - Openwork Services Limited
Description
Role:
Paraplanner
Location:
Birmingham
Salary:
£24,000 to £30,000 (depending on experience)
We are recruiting for an experienced Paraplanner to join one of our partnership business based in Birmingham.
This role will focus on providing effective technical support to the Practice Principal to ensure an efficient processing of business and to deliver a high quality service to their clients.
We are looking for someone, ideally in the role of Paraplanner currently or that of a junior paraplanner or Senior Administrator within the financial advice industry.
This is an full time office based role, located in the Harborne area of South West Birmingham.
Duties and Responsibilities to include but not limited to
