Paraplanner

Posted 11 July by Coast Specialist Recruitment
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Paraplanner

Horsham - up to £38,000

Purpose

  • The role of Paraplanner will be expected to maintain workflows within the Department. Ensuring that the service received by consultants is timely and accurate.
  • Provide the level of service required by the Company for the consultants in line with client and investment proposition.
  • Undertake the role of Paraplanner to provide technical and product support to the Consultants throughout the sales process. When required Paraplanners will provide assistance to the Compliance department.
  • When required assist Network members with technical and product queries in a timely manner.
  • In order to fulfil the above it is expected that you will liaise with members of the team and also senior management, reporting regularly to the National Administration Manager.

Qualifications

  • Level 4 or Paraplanning equivalent to work towards Level 4 once in the role.

Experience Required

  • 2-3 years previous experience within Paraplanning is essential.

Knowledge Required

  • Previous knowledge of the Insurance/Financial Services Industry is essential.
  • An understanding of the sales process and how advice is provided to clients within a compliance driven business.
  • An understanding of independent versus restricted advice

Practical Skills

  • Good keyboard skills
  • Practical experience with Word, Excel and Database applications
  • Knowledge of research software, including Capita Fusion, O&M, Financial Express Analytics
  • Experience of Intelligent Office CRM is desirable
  • Good communication skills
  • Problem solving
  • Time management
  • Up to date knowledge of financial services providers and products

Reference: 35023056

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