Advisor Team Support/Paraplanner

Posted 20 May by Travail Employment Group
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Advisor Team Support/Paraplanner - Free Parking - £20K - £30K DOE + Bonus + Death in Service + Pension + Laptop and paid business mileage

Advisor Team Support/Paraplanner


Full time

£20K - £30K DOE + Benefits


Our client, a multi-branch Financial business, is looking for an Advisor Team Support/Paraplanner to join their busy and growing team. The role of the Advisor Team Support/Paraplanner is to support the adviser team in delivering sound advice to their valued client base. Support will be required to ensure a compliant process is followed from end to end of the client journey; both pre- and post-appointment. You will assist in our Core financial planning advice areas as well as supporting the Pension Transfer specialist in the delivery of DB transfer advice.

Key Responsibilities

  • Supporting Financial Advisers and the Pension Transfer Specialist

  • To manage any administration support quickly and efficiently

  • To actively and professionally manage existing lead providers. To ensure regular meetings are held by the advisers with lead providers and support with these meetings

  • To keep your IT knowledge up to date and relevant by networking/researching/ reading blogs and news sources.

  • To develop and maintain in depth industry and regulatory knowledge, allowing you to analyse customer issues/requirements and identifying appropriate solutions to meet customer needs

  • To keep a full diary of customer meetings/interviews for the advisers

  • To identify, evaluate and share resources, tactics and techniques

  • To have the ability to prioritize a busy and varied work load

  • Accurately manage, set up, maintain, make changes and print reviews from 2 platform systems

  • To record all leads received from any Lead Provider and maintain records

Key Skills

  • Numerate and literate with excellent communication skills

  • Strong time management skills and excellent attention to detail

  • Ability to research and report on products for potential need areas

  • Ability to prepare agenda for client meetings, including recommendations

  • Accurate recording of information

  • Ability to submit business to product providers and chase any business not issued

  • Ability to write compliance/suitability reports following submission of business

  • Ability to update Business figures

  • Ability to assist with marketing campaigns/presentations as required

If you are quick-thinking, self-motivated and proactive with a flexible approach to working hours and practices, or an experienced Advisor Team Support/Paraplannerwho is looking for an exciting new role, send your updated CV to Travail Newark now!

Travail are operating as an Employment Agency in this instance.

Required skills

  • Administrative Support
  • Flexible Approach
  • Report Writing
  • Research
  • Time Management

Reference: 38014616

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