Paraplanner - Leighton Buzzard



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

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Hiring company

Blakemore Recruitment

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