- Creating client opportunities for annual reviews on CRM system
- Generating investment review reports on provider platforms and sending to clients
- Inputting investment details into CRM system, generating and checking the annual review report figures and sending to clients.
- Assisting and supporting junior members of the team with technical complexities
- Contacting third parties and providers to gather detailed information, inputting details into CRM system and collating detailed policy analysis notes for the advisers.
- Creating client summary documents to be sent to clients outlining their circumstances and investment holdings
- Analysing information received from clients and providers and utilising research tools to provide solutions to meet client needs and objectives.
- Analysing clients' existing products to determine whether they meet the client's current needs and objectives.
- Undertaking fund performance and illustration comparisons.
- Obtaining all necessary documentation in order to prepare correspondence for accessing retirement benefits.
- Performing necessary research ahead of fund switch proposals.
- Obtaining/generating necessary information and performing research for advisers when requested.
- Minimum two years of pensions experience in a technical role
- Strong attention to detail
- Practical knowledge of financial planning, pensions and investments.
- Must be proficient in MS Office (Word, Excel, PowerPoint, etc.)
- Excellent communication skills (spoken and written), incl customer service
- Experience with CRM systems and strong technology skills
- Although not essential, experience of working with industry known tools such as Dynamic Planner and/or SelectAPension etc would be an advantage
- Self-motivated, a self-starter and hard working
- Adaptable and receptive to feedback
- Enthusiasm to grow with business in an ambitious company
- Good financial and mathematical literacy
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Paraplanner - London, United Kingdom - Templewood Recruitment
Description
This is an exciting opportunity for a Paraplanner, to work as part of a team of highly trained and experienced finance professionals, for an organisation who are driven to go better than traditional financial institutions are willing to offer. They are highly committed to offering high quality financial advice and superior products to everyone - not just too institutions and the select few.
They have developed some of the most exciting financial services products in the UK by putting the investor at the heart of everything they do. Their financial planning service covers pensions, wealth management, ISA, Investment bonds and protection products.
Key Features of Role:
Experience & Skills
Qualifications
2 x RO qualifications (or equivalent) required as minimum
