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Junior Paraplanner

Posted 1 February by CleverHR Easy Apply Ended

Paraplanning opportunity with amazing benefits!

An exciting opportunity has arisen for this Chartered firm of Financial Planners that offer bespoke, tailored, independent Financial Advice to a range of clients.

Based in London, the business continues to expand since its exception more than 5 years ago, and seek to bring on a Junior Paraplanner to the business.

As one of the top 5% of firms in terms of professionalism and qualifications, this presents an interesting role that would suit an individual with experience managing people, has been working in Financial Planning previously and keen to join a business where you can further develop your career.

The role covers the following responsibilities:

New business

  • Follow our sales process to produce fully compliant client files for pension, investment and protection business.
  • Ensure all client documents are sufficient and accurate
  • Update client information accurately to make sure it is current in the CRM
  • Submit and chase authority letters to obtain client plan information
  • Carry out comparisons of existing plans using Data Capture analysis using software such
  • as Selecta pension
  • Prepare pre-sale reports and quotes based on the Adviser’s recommendations
  • Complete and submit applications
  • Write detailed suitability reports
  • Research the market for new contracts and products

Ongoing client services

  • Provide a high level of aftercare to all existing clients
  • Act as a reliable point of contact and deal with client queries efficiently and politely
  • Organise and manage campaigns throughout the year to ensure relevant allowances are used
  • Prepare documents for annual reviews
  • Process top-ups, transfers and withdrawals

Office Tasks

  • Data entry into our CRM, Microsoft Dynamics CURO
  • Develop CRM processes to improve general efficiency
  • Typical office duties when required - copying, scanning etc
  • Complete CVI checks
  • Liaising daily with platforms, providers and our DFM
  • Answering the phone in a polite matter and manage queries accordingly

Ad hoc tasks

  • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams
  • Complete Management Information (MI)
  • Internal and external file checks. Submit files to review from the advisers to our compliance
  • desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file
  • Use our compliance help desk to keep up to date with any regulation

About You, Essential experience and qualifications

  • Completion of relevant CII modules
  • Relevant experience supporting an Independent Financial Adviser
  • A degree-level education or previous work experience in an office environment to a high standard
  • Impeccable attention to detail
  • Very good written communication skills
  • Engaging and professional telephone manner
  • Time management and the ability to multi task is essential
  • A systematic and methodical approach to tasks
  • IT literacy (advanced knowledge of Word and Excel and the ability to learn new software)
  • Numeracy skills
  • A hardworking and positive attitude
  • A good team player

Staff Benefits

On completion of probation, staff receive the following:

  • Annual exam allowance of £400
  • Private Medical Insurance and Travel Insurance with Vitality Health
  • Gym membership
  • Pension scheme
  • Annual team holidays abroad! Previous trips include skiing in Val Thorens and city trips to New York and Barcelona!

Required skills

  • Financial Planning
  • Microsoft Excel
  • Numerical Ability
  • Suitability
  • Systematic

Reference: 34378831

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