Paraplanner - Chartered Firm - Epsom, United Kingdom - Robinson Financial Careers

Robinson Financial Careers
Robinson Financial Careers
Verified Company
Epsom, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Stoneleigh offices.


Working in collaboration with Financial Advisers and other colleagues, you will assist in preparing recommendations in line with company policy including preparing and maintaining client records.

Report writing will be an essential part of the role. Youlearn all aspects of the business and become a valued member of the team and continue to progress with industry
- based exams. You will be expected to keep up to date with legislative and industry changes which affect the business and its clients. There willbe mínimal client contact and you are not authorised to give advice.


Responsibilities

  • Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
  • Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly
  • Collate and evaluate client policy/investment/pension
  • Writing suitability reports
  • Researching products and funds using software such as Select A Pension, FE Analytics and Defaqto
  • Create and maintain client files and enter details onto backoffice database
  • Liaise with Trainee Paraplanners
  • Submitting Business on internal and external systems
  • Create and maintain client files and enter details onto back office database
  • Submitting Business on internal and external systems
  • Prepare paperwork
  • New business processing and submission to Business Quality
  • Liaise with a range of stakeholders from compliance department to various external providers
  • Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments, and protection products

The Idea Person

  • Ability to build strong working relationships with both IFAs, and the rest of the team.
  • Previous experience of working within a similar role within a financial services business minimum 13 years
  • Diploma qualified or working towards
  • Understanding of the Financial Planning process
  • Able to work within defined business processes
  • Ability to achieve agreed outcomes without supervision
  • Prioritise and plan own workload
  • Attention to detail and accuracy
  • Articulate
  • Excellent inter personal skills, both written and verbal
  • Ability to multi task and prioritise effectively
  • Good IT skills
  • Good report writing skills
  • Experience of maintaining good working relationships in the delivery of financial advice services
  • Experience in writing complex and detailed reports for cases
  • Ability to assess information, make comparisons and identify critical features
  • Set own goals and want to deliver agreed targets
  • Proficient knowledge of Pensions and retirement planning, Investments, tax planning and
regulation within the financial services industry.


Salary and Benefits

  • Compensation dependent on skills and experience
  • 25 days annual leave
  • Birthday off as additional leave
  • Auto enrolment pension *after age 2
  • Death in Service
  • Training and support towards industry recognised certifications
  • Cycle to work scheme
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