If you are interested in the role, please contact me on 01179 304820 or at Katie.Mihaylov@reedglobal.com
Summary of role
You will be responsible for the provision of technical support, under supervision by the Senior Paraplanner, to the Consultants and their teams to enable them to deliver their role in a compliant and efficient way.
-Support in the development and maintenance of client relationships
-Assist the Consultant with research and creating client suitability reports in a timely and efficient manner
-Obtain illustrations, related forms and documentation to support suitability reports
-Preparation of draft annual review letters including re-balancing of portfolios, drawdown reviews and simple investments e.g. ISA top ups.
-On occasion, prepare client portfolio information in support of either client meetings or visits and presentations.
-Liaise with product providers with regards to the clients’ policy issues
-Provide research as required
-Ensure that client review packs are accurate and complete
-Deliver the best possible outcome for the client at all times
-Ensure client records and files are kept up to date with telephone and face to face discussions. Ensuring you speak with all clients and product providers, and that all records are properly scanned on to the client record
-Ensure all work is in keeping with current best practice and compliance requirements
Previous knowledge and experience required:
- Good general education, including GCSE Mathematics and English grade B or above or equivalent qualification.
-Achieved Certificate in Financial Planning (or equivalent qualification), and working towards Diploma in Financial Planning/ Diploma in Regulated Financial Planning (or equivalent)
-Previous experience within an IFA or equivalent
-Experience of previous simple Para planning tasks, and be able to prove this
-High standard of competency and knowledge of:
-CRM system and client reporting, previous experience of XPLAN would be preferable (or a comparable package)
-IT systems and software (Microsoft Word and Excel) including provider websites for processing
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