Client Advisory Assistant
3 weeks ago
Financial Services Specialist Recruiters
Position: Paraplanner
Salary Range: £30,000 to £45,000
Benefits:
- Holiday Entitlement: 23 days
- Extra Holiday Purchase
- Eye Test
- Employee Health Insurance
- Employee Assistance Programme (EAP)
- Pension
- Death In Service/Life Insurance
- Bonus Scheme
- Annual Salary Review
- Study Support
- Parking
- Cycle to work scheme
- Free Hot Drinks
Location: Remote
Company Overview: Our client provides tailored financial guidance to meet the diverse needs of their clients, ensuring excellence in customer service and a commitment to delivering professional and transparent financial advice.
Main Function of Role: The Paraplanner plays a crucial role in maintaining departmental workflows, ensuring timely and precise service to consultants. This position entails offering technical and product support throughout the sales process and assisting the Compliance department as necessary.
Key Responsibilities:
- Take ownership of personal performance and identify areas for improvement.
- Conduct initial case evaluations to confirm all necessary information is available.
- Research appropriate products based on client needs and circumstances, providing advisers with documented evidence of research.
- Gather personal illustrations, key features documents, application forms, and other pertinent information to facilitate business sign-up.
- Provide research services for specialized cases with unique requirements (e.g., health, tax).
- Draft recommendation reports for adviser approval.
- Maintain accurate record-keeping to ensure all research is accessible at any stage of the process.
- Ensure all business is thoroughly researched and files demonstrate suitability.
- Assist compliance and other colleagues as directed.
- Provide technical and product query support to Network members.
- Ensure a consistent and up-to-date approach across both Independent and Restricted channels.
- Prepare ongoing service reports for advisers, including the completion of costs and charges.
- Support the admin team with technical expertise.
Required Qualifications:
- Level 4 or Paraplanning equivalent (RO1 RO6 essential).
- Prior experience in Paraplanning.
- Proficient keyboard skills and practical experience with Word, Excel, and database applications.
- Familiarity with research software, including Capita Fusion, O&M, and Financial Express Analytics.
- Experience with Intelligent Office CRM is advantageous.
Person Specification:
- Strong communication skills across all levels and media types.
- Ability to work independently and maintain composure under pressure.
- Willingness to learn and stay informed in a dynamic market.
- Ability to work autonomously and collaboratively, with a flexible work approach.
- Demonstrate commitment through regular attendance and efficient task completion.
- Adhere to health and safety policies and statutory regulations.
- Maintain high standards of personal accountability, in line with FCA's Certification Regime responsibilities.
- Desire to pursue training and advance personal development.
Consider this opportunity to join as a Paraplanner. If you meet the qualifications, one of our specialist consultants will reach out to discuss the role in detail and help identify your specific skills and motivations.
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