Technical Financial Planning Paraplanner/advisory - Witney, United Kingdom - Reed Insurance

Reed Insurance

Verified Company

Witney, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Main Purpose of the Role:

To assist with the pre and post checking of reports
To assist with the maintenance and development of business report writing system/s
To assist with the training and support of Trainees

Duties and Responsibilities:

Contribute to corporate development and prosperity, assist other employees, and be involved with their training as required
Run support groups and training for Trainee Paraplanners and Trainee Advisers
Create training courses via the Education Academy and roll out across the business
To assist in the creation, implementation, and development of internal systems, to meet regulatory obligations, and to improve and maintain efficient working practices within the organisation
Answer technical questions for the business
Checking of Paraplanning reports and feedback on issues or better ways of working
Prescreening of Adviser report requests
Provide support in improving and updating report templates
Assist with updating of Procedures Manual and ensure that it remains up to date

Client Service:

Ensure the firm's high standards of client care are met
Ensure the confidentiality of all work undertaken for clients, and work within the principles of the Data Protection Act
To make recommendations as to how the firm's systems and procedures might be improved

Skills and Knowledge Requirements:

Ideally at least 5 years' experience in the financial services industry of which a minimum of 3 years has been in a Paraplanning role or Adviser/Paraplanner training role within a firm of financial advisers
Willingness to undertake study
Ability to manage own workload and work within a small team
Knowledge of business processes, standards, policies, and procedures
Experience within the Financial Services Industry
Knowledge of Microsoft Word, Excel, Outlook and ideally Adviser Office, Volume and Pulse dealing system
Mentor junior members of the team if required
Able to work on own initiative as well as part of a team, whilst managing workloads
Ability to work under pressure at times
Provide leadership for the team
Ability to explain complex issues in a clear and easy to understand manner
Grow level of technical knowledge and ensure remain up to date with changes in legislation

Great opportunity for a very technical skilled paraplanning manager who can support the teams and business linked to the clientsIf you are actively looking and have all these skills please share your CV along with salary and benefit expectation.