Senior Paraplanner

1 month ago

City of London, United Kingdom Robinson Financial Careers Full time

**_Skills required_**
- Individual and to a lesser extent group pensions
- Investments
- Inheritance tax
- Protection products
- Ability to work together with your IFA on a variety of different cases
- Effective and Accurate report writing skills
- Strong Technical knowledge
- Ability to use initiative to help drive productivity
- Strong communication skills internally, with clients and with Providers
- Organisation skills to be able to plan your day and prioritise tasks
- Ability to work to deadlines and in a timely manner without sacrificing quality

**_Responsibilities include_**
- Writing suitability reports for both new business and annual reviews
- Researching products and funds using software such as Select A Pension, FE Analytics and Defaqto
- Liaise with various providers, gathering and correlating plan / policy information accurately and ensuring a smooth and timely business process
- Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly
- Taking responsibility for case management from Client agreement to final implementation
- Liaising with Business Quality and the Compliance Department to obtain pre approval where required and finalise cases ensuring fee generation
- Producing valuations in a timely fashion
- Booking clients in for annual reviews and management of review process
- Overseeing and working with administration to complete the full Annual Review process on the Client Management system
- Create and maintain client files and enter details onto back office database
- Submitting Business on internal and external systems
- Working with back office systems
- Fact find completion onto systems for new clients.
- New business processing on Provider platforms and submission to Business quality
- New business follow up with Providers and clients.
- Monitoring of trail fees, consolidation of correct amounts from correct providers and company payment.
- Invoicing clients for new and ongoing fees where applicable and subsequent monitoring and follow up.
- Post management, up loading to systems and actioning where appropriate.
- Actioning Fund switch advice on Provider platforms
- General Administration duties

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