Investment Support Specialist

3 weeks ago


Chelmsford, Essex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

TEMPLEGATE RECRUITMENT LIMITED
Specialists in Financial Services Recruitment

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 Scheme
Life Insurance
Bonus Structure
Annual Salary Review
Study Support
Parking Facilities
Cycle to Work Scheme
Complimentary Hot Beverages

Location:
Remote

Company Overview:
Our client delivers customized financial guidance tailored to meet the diverse needs of their clientele, facilitating effective financial planning.

They are committed to excellence in customer service and are dedicated to providing professional and transparent financial advice that surpasses client expectations.


Main Function of Role:
The Paraplanner plays a crucial role in managing workflows within the department, ensuring timely and precise service delivery to consultants. This position entails offering technical and product support throughout the sales process and assisting the Compliance team as necessary.

Key Responsibilities:
1. Take ownership of personal performance and identify areas for improvement.
2. Conduct initial assessments of cases to confirm all necessary information is available.
3. Research appropriate products based on client needs and circumstances, supplying advisers with evidence of research.
4. Gather personal illustrations, key features documents, application forms, and other pertinent information to facilitate business sign-up.
5. Provide research services for specialized cases with unique requirements (e.g., health, tax).
6. Draft recommendation reports for adviser approval.
7. Maintain accurate record-keeping to ensure all research is accessible at any stage of the process.
8. Ensure all business is researched in compliance with regulations and files demonstrate suitability.
9. Assist compliance and other colleagues as directed.
10. Provide technical and product query support to Network members.
11. Ensure a consistent and up-to-date approach across both Independent and Restricted channels.
12. Prepare ongoing service reports for advisers, including completion of costs and charges.
13. Support the admin team with technical expertise.

Required Qualifications:
Level 4 or equivalent Paraplanning qualification (RO1, RO6 essential).
Previous 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 preferred.

Person Specification:
Effective 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 collaborate as part of a team, demonstrating flexibility in work approach.
Commitment to regular attendance and efficient task completion.
Adherence to health and safety policies and statutory regulations.
Maintain high standards of personal accountability, complying with FCA's Certification Regime responsibilities.
Desire to pursue training and personal development opportunities.
We look forward to discussing this Paraplanner opportunity with you in detail, should you be a suitable candidate.

During our conversation, we will aim to identify your specific skills and motivations, and where appropriate, recommend other relevant opportunities that align with your requirements.

TPBN1_UKTJ

  • Chelmsford, Essex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    TEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersPosition: ParaplannerSalary Range: £30,000 to £45,000Benefits:Holiday Entitlement: 23 daysExtra Holiday PurchaseEye TestEmployee Health InsuranceEmployee Assistance Programme (EAP)PensionDeath In Service/Life InsuranceBonus SchemeAnnual Salary ReviewStudy SupportParkingCycle to work schemeFree...


  • Chelmsford, Essex, United Kingdom Meridian Business Support Full time £28,000 - £30,000

    About the RoleMeridian Business Support is seeking a highly organized and detail-oriented Financial Support Specialist to join their team. As a key member of the finance department, you will provide administrative support to the Finance Manager and Business Managers, ensuring seamless day-to-day operations.Key ResponsibilitiesSupport the Finance Manager and...


  • Chelmsford, Essex, United Kingdom Meridian Business Support Full time £28,000 - £30,000

    About the RoleMeridian Business Support is seeking a highly organized and detail-oriented Financial Support Specialist to join their team. As a key member of the finance department, you will provide administrative support to the Finance Manager and Business Managers, ensuring seamless day-to-day operations.Key ResponsibilitiesSupport the Finance Manager and...


  • Chelmsford, Essex, United Kingdom Peabody Full time

    About the Role:We are seeking an experienced Outreach Support Specialist to join our team at Peabody. As an Outreach Support Specialist, you will provide a service where planned support and crisis intervention is delivered to vulnerable people with low, medium and high support needs living in independent accommodation with the aim of them maintaining their...


  • Chelmsford, Essex, United Kingdom Employment Specialist Full time

    Position OverviewWe are collaborating with a prominent Brokerage firm that is seeking skilled Insurance Technicians to enhance their growing Division dedicated to Reinsurance clientele.Due to their expansion, there are various openings across multiple teams. If you possess experience as a Claims Handler, your comprehensive knowledge of Insurance and Claims...


  • Chelmsford, Essex, United Kingdom Essex County Council Full time

    Children and Family Support SpecialistContract Type: Fixed Term, Full TimeSalary Range: £30,931 to £35,362 per annumLocation: ChelmsfordClosing Date: To be announcedAt Essex County Council, we are committed to enhancing our practices and investing in our workforce. We are proud to have received recognition for our outstanding services.Why Join Us?Utilize...


  • Chelmsford, Essex, United Kingdom Essex County Council Full time

    Children and Family Support SpecialistContract Type: Fixed Term, Full TimeSalary Range: £30,931 to £35,362 per annumLocation: ChelmsfordAbout Us: At Essex County Council, we are committed to enhancing the quality of practice and investing in our workforce. We take pride in our recognition as an Outstanding organization and our recent accolade as Social...


  • Chelmsford, Essex, United Kingdom GSL Education Full time

    Position Overview Location: Chelmsford Salary: £80 - £100 per day Contract Type: Full-time Join Our Team as a Laboratory Support Specialist Are you an enthusiastic and skilled Laboratory Support Specialist eager to contribute to an educational environment? Our organization is looking for a committed individual to become part of our vibrant team. This...


  • Chelmsford, Essex, United Kingdom GSL Education Full time

    Position Overview Location: Chelmsford Salary: £80 - £100 per day Contract Type: Full-time Join Our Team as a Laboratory Support Specialist Are you an enthusiastic and skilled Laboratory Support Specialist eager to contribute to an educational environment? Our organization is looking for a committed individual to become part of our vibrant team. This...


  • Chelmsford, Essex, United Kingdom GSL Education Full time

    Location: ChelmsfordSalary: £80-£100 per dayContract Type: Full timeJoin Our Team as an Educational Support SpecialistGSL Education is seeking a committed and passionate Educational Support Specialist to become an integral part of our educational community. This role is designed for individuals who are dedicated to enhancing the learning experiences of...


  • Chelmsford, Essex, United Kingdom Academics Ltd Full time £83 - £100

    Educational Support SpecialistAre you an enthusiastic and dedicated Educational Support Specialist looking for your next opportunity? Do you aspire to contribute to a nurturing environment within a Secondary school setting? Have you recently completed your studies and are eager to embark on a career in education? Start date available Opportunity for a...


  • Chelmsford, Essex, United Kingdom GSL Education Full time

    Location: ChelmsfordSalary: £80-£100 per dayContract Type: Full time Exciting Opportunities for Educational Support Specialists in Chelmsford GSL Education is seeking a passionate and dedicated Educational Support Specialist to become an integral part of our team. This role is perfect for individuals who are enthusiastic about fostering a positive learning...


  • Chelmsford, Essex, United Kingdom Academics Full time

    Position OverviewEducational Support SpecialistAre you an enthusiastic and dedicated Educational Support Specialist looking for your next opportunity in the field of education?Do you aspire to contribute to a nurturing environment within a Secondary school that values support and development?Have you recently completed your studies and are eager to embark on...


  • Chelmsford, Essex, United Kingdom GSL Education Full time

    Location: ChelmsfordSalary: £80 - £100 per dayContract Type: Full-time, Permanent Exciting Opportunities for Laboratory Support SpecialistsAre you enthusiastic about the sciences and keen to assist students in their hands-on learning activities? Our educational institutions in Chelmsford are on the lookout for committed Laboratory Support Specialists to...


  • Chelmsford, Essex, United Kingdom GSL Education Full time

    Company OverviewGSL Education is committed to fostering an environment that prioritizes high-quality education and comprehensive support for all learners, ensuring a nurturing and inclusive atmosphere conducive to both academic excellence and personal development.Position: Educational Support SpecialistWe are in search of a dedicated and enthusiastic...


  • Chelmsford, Essex, United Kingdom Essex County Council Full time

    Position OverviewJob Role: Community Support Specialist - Comprehensive Care for Individuals with Learning Disabilities & Autism (Outreach Services)Compensation: Competitive salary ranging from £36,101 to £48,622 annuallyEmployment Type: Full-Time; PermanentThis role is suitable for both seasoned Community Support Specialists and Newly Qualified...


  • Chelmsford, Essex, United Kingdom Essex County Council Full time

    Exciting Opportunity as a Commissioning Support SpecialistAre you seeking a rewarding position in the realm of social care commissioning? Essex County Council is on the lookout for a Commissioning Support Specialist to become a part of the dynamic Older People's Commissioning Team on a fixed-term basis.In the role of Commissioning Support Specialist, you...


  • Chelmsford, Essex, United Kingdom Essex County Council Full time

    Exciting Opportunity as a Commissioning Support SpecialistAre you seeking a rewarding position in the realm of social care commissioning? Essex County Council is on the lookout for a Commissioning Support Specialist to become a part of the dynamic Older People's Commissioning Team on a fixed-term basis.In the role of Commissioning Support Specialist, you...


  • Chelmsford, Essex, United Kingdom TeacherActive Full time

    Position: Educational Support Specialist Salary: £85 - £95 based on qualifications and experience Are you experienced in assisting children with learning challenges? Do you possess a keen awareness of classroom dynamics? Have you previously collaborated with educators in primary educational settings? TeacherActive is excited to partner with a diverse...


  • Chelmsford, Essex, United Kingdom TC Personnel Ltd Full time

    Join Our Team as a Sales Support Specialist! We are thrilled to present an engaging opportunity within our organization for a Sales Support Specialist. This role is primarily focused on administrative tasks while incorporating elements of social media management, travel coordination, and calendar oversight. About Us:Our company operates in the luxury real...