Salary: £27,000 - £,35,000 Flexible DOE
Our client, a highly reputable IFA firm in Tauntonare now looking to expand the team by taking on an additional Paraplanner. The successful person will be a key part of the team and be working with one of the companies biggest business producers.
You will be working as part of a team for one the biggest business writers in the company. You will see a wide range of business cases and have the opportunity and support to progress further with exams.
To provide dedicated support to the Financial Advisers by researching products and funds, preparing letters, reports and technical advisory papers.
Act as a primary interface between adviser and client.
Dealing with queries/reviews on existing business.
Answer incoming calls and passing enquires onto the relevant person.
Building relationships with clients
Maintain our computerised customer database.
Accurate processing of documentation.
Keeping up to date with new legislation.
To follow Company and FCA procedures at all times.
Aware of and complying with the rules of the FCA and the set procedures of the business to achieve compliance.
Advice given meets clients’ requirements in all cases.
Comply with the requirements laid down in the compliance and administration procedures.
Develop and service new and existing sources of introductions.
Obtain new business from existing clients where applicable.
Easily understandable recommendations communicated to clients in all cases.
Applies knowledge in practical situations where appropriate.
To undertake further exams and achieve a knowledge level that is above the norm.
Undertake other such administration duties on a day-to-day basis as requested.
To provide assistance to colleagues when required.
Ideally the Level 4 Diploma or working towards this
A background and experience within an IFA firm
The desire to want to further yourself technically