Assistant Paraplanner
To support Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature.
RESPONSIBILITIES
- Obtain information on existing policies; this will include issuing a letter of authority, chasing up providers regularly and obtaining the information either online, over the telephone or in writing.
- Produce new business illustrations, using either our own or 3rd party software.
- Prepare information/comparisons for analysis by the Paraplanner and Adviser. This will cover the use of Pulse, IMAGO, Iress and other financial planning software.
- Request and obtain application forms and other associated paperwork.
- Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
- Ensure adherence to Department’s and Company procedures and Department’s Key Performance Indicators (KPIs)/objectives.
WE WOULD LOVE TO HEAR FROM YOU / PLEASE APPLY IF:
- Understanding of the Financial Planning process, where appropriate.
- Ability to work within defined business processes and to achieve agreed outcomes without supervision.
- It’s desirable to have strong IT skills in Word and Excel as well as in a range of in-house and 3rd party software tools, such as X-Plan and Iress.
Reference: 52341635
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
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