Paraplanning Applications Coordinator

3 weeks ago

Huddersfield, United Kingdom M&G plc Full time

At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve our vision we’re looking for exceptional people who live our values of care and integrity and who can inspire others; embrace change; deliver results and keep it simple.

We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

Paraplanning Administrator - 12 month Fixed term contract (Maternity cover)

The Team:
The Paraplanning team takes responsibility for preparing and maintaining detailed client files and records. The highest compliance standards are critical to Sandringham and being able to provide context to clients in relation to their advice journey is a pre-requisite.

Our support frees up the Financial Planner’s time to focus attention on client-facing duties.

The Role:
Reporting to the Paraplanning Administration Manager you will undertake quality data gathering to ensure the Paraplanners have all the required documentation to carry out an anayisis of the client’s current circumstances and develop a financial plan suitable to meet the goals of the client.

You will have analytical skills to assess documentation standards in line with the regulatory requirements.

The role would be a great opportunity for those looking to progress their career within a Paraplanning function. The role will offer ongoing development and training and an excellent salary and benefits package, and importantly, you’ll be part of a dynamic and quality focused team with an exceptional reputation in the market.

Key Responsibilities for this role
- To operate collaboratively with colleagues to improve overall quality outcomes and provide consistent feedback.
- Build a rapport with the advisers within the firm and other Compliance Departments to ensure that good relationships are maintained.
- Contribute into the design and implementation of quality standards, identifying any trends and proposing resolutions to achieve the required standards.
- Achievement of individual productivity targets and objectives.
- Maintaining the accuracy of client data
- Liaising with product providers, Financial Advisers and colleagues
- Producing and chasing letters of authority.
- Creating and maintaining clients records in the CRM system.
- Maintaining client confidentiality at all times.
- Completing AML checks.

Key Knowledge, Skills & Experience
- To be successful in this role, you will have proven experience as an Administrator or relevant role and experience working within the Financial Services industry.
- You will have an exceptional understanding of compliance requirements relating to client files.
- Experience of dealing with individuals over the phone and in person is essential and you will be proficient in the use of Microsoft Office software.
- Additionally you will have:

- Strong communication skills with the ability to communicate with all levels
- Strong attention to detail and an understanding of the need for confidentiality
- Excellent interpersonal skills to form effective working relationships
- Flexibility and adaptability in a changing environment
- Ability to multi-task and prioritise
- A client focused approach with excellent time management and organisation skills
- The ability to act professionally, with an enthusiastic and positive attitude
- Determination and the ability to self-motivate and influencing skills
- Strong commercial awareness

We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality or disability we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.

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