Technical Financial Planning Paraplanner/advisory

2 weeks ago

Witney, United Kingdom Reed Insurance Full time

Main Purpose of the Role:

- To assist with the pre and post checking of reports
- To assist with the maintenance and development of business report writing system/s
- To assist with the training and support of Trainees

Duties and Responsibilities:

- Contribute to corporate development and prosperity, assist other employees, and be involved with their training as required
- Run support groups and training for Trainee Paraplanners and Trainee Advisers
- Create training courses via the Education Academy and roll out across the business
- To assist in the creation, implementation, and development of internal systems, to meet regulatory obligations, and to improve and maintain efficient working practices within the organisation
- Answer technical questions for the business
- Checking of Paraplanning reports and feedback on issues or better ways of working
- Pre-screening of Adviser report requests
- Provide support in improving and updating report templates
- Assist with updating of Procedures Manual and ensure that it remains up to date

Client Service:

- Ensure the firm’s high standards of client care are met
- Ensure the confidentiality of all work undertaken for clients, and work within the principles of the Data Protection Act
- To make recommendations as to how the firm’s systems and procedures might be improved

Skills and Knowledge Requirements:

- Ideally at least 5 years’ experience in the financial services industry of which a minimum of 3 years has been in a Paraplanning role or Adviser/Paraplanner training role within a firm of financial advisers
- Willingness to undertake study
- Ability to manage own workload and work within a small team
- Knowledge of business processes, standards, policies, and procedures
- Experience within the Financial Services Industry
- Knowledge of Microsoft Word, Excel, Outlook and ideally Adviser Office, Volume and Pulse dealing system
- Mentor junior members of the team if required
- Able to work on own initiative as well as part of a team, whilst managing workloads
- Ability to work under pressure at times
- Provide leadership for the team
- Ability to explain complex issues in a clear and easy to understand manner
- Grow level of technical knowledge and ensure remain up to date with changes in legislation

Great opportunity for a very technical skilled paraplanning manager who can support the teams and business linked to the clientsIf you are actively looking and have all these skills please share your CV along with salary and benefit expectation.

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