Paraplanner - Leighton Buzzard

Other

30/07/2020

Paraplanner - Leighton Buzzard

Paraplanner - Leighton Buzzard.

Providing Paraplanning support to the Independent Financial Advisers.

There are two main activity types:-

• Pre-sale/advice research

• Client Servicing

• From Fact find and know your customer documents and liaising with adviser do research of current portfolio or products

• Obtain Key Features Documents, illustrations & comparisons, etc

• Prepare suitability reports for recommendation in consultation with an adviser

• Set up Intelligent Office plans, including fees expected

• Track and follow up new plan applications and transfers

• Prepare client annual reports or suitability reports when necessary & fact finds (see advice processes above)

Generic Skills

• Undertaking other duties commensurate with the position

• Creating reports from Client Management Systems (Intelliflo) when needed

• Problem solving system errors and monitoring their resolution

• Provide cover for Administrator when needed

Person Specification

Essential

• In-depth and broad experience of working in a paraplanning role

• Ability to work on own initiative and autonomously

• Demonstrate effective organisational skills of own workload, to multi-skill and meet conflicting workload requirements

• An extensive understand financial terms and acronyms, e.g. KIIDs, LTV, ISA, SIPPs, GPPs, LTA, DTA, CIC

• Proven commercial awareness, striving and driven towards excellence

Desirable

• Use of research tools, such as FE Analytics, O&M Pension Profiler, Assureweb

• Use of Intelliflo or other client management systems

• Use of many Provider online systems

- preference for knowledge of Ascentric, Old Mutual SIS, Prudential Retirement Account, Elevate

• IFS/PFS Level 4 or equivalent

  • Employment
    Full-time

pin iconLeighton Buzzard

Hiring company

Blakemore Recruitment

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