Financial Services Professional
2 weeks ago
We are seeking an experienced Paraplanner to join our team at Reed Financial Services, a well-regarded IFA with offices in the southwest. As a Paraplanner, you will play a crucial role in supporting our advisers in delivering exceptional client service.
Key Responsibilities- Receive instructions from advisers following client meetings and interpret data obtained during these meetings.
- Analyse data and use research tools to provide solutions that meet client needs and objectives.
- Provide records to support research undertaken and liaise with the Head of Technical/Compliance when guidance is required.
- Consolidate client needs and objectives, along with recommendations and course of action, in a written format via a suitability letter, client-specific illustration, and key features document.
- Load cases onto relevant platforms in a suitable manner and fully debrief administrators and consultants along the way.
- Carry out all tasks in a manner consistent with compliance procedures and company processes.
- Ensure all client files are compliant on an ongoing basis and refer significant risk issues to the Head of Compliance where appropriate.
- Make a constructive contribution to the continuing development of the team and business, and proactively enhance industry knowledge through external and internal sources.
- Paraplanner experience plus a Level 4 Diploma in Financial Services and working towards a Level 6 Advanced Diploma.
- Demonstrate practical awareness and up-to-date knowledge of retail financial products and current regulatory expectations.
- Analytical skills with a keen attention to detail, excellent organisational and time management skills, and the ability to work under pressure and prioritise.
- Deliver effective and positive communication, and demonstrate competent use of IT.
- Salary £35-45k depending on experience and qualifications.
- 3% pension contribution.
- 2 x death in service.
- 25 days holiday plus bank holidays.
- Professional exam support.
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Wellington, Telford and Wrekin, United Kingdom Office Angels Full time{"title": "Financial Services Administrator", "description": "About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Office Angels. As a key member of our financial services team, you will provide exceptional administrative support to our financial consultants, ensuring efficient service...
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