Homebased Financial Services Coordinator
4 weeks ago
This is an exciting opportunity to join a forward-thinking Financial Services company, committed to providing top-quality advice through a top-notch team. The company prides itself on having the correct work ethos and culture needed to provide an excellent customer experience.
This role is home-based, working with one of the company's highly successful financial advisers and will travel with the adviser to client meetings.
Key Responsibilities:
- Attend client meetings with the FP Director to take detailed notes of the meeting;
- Transpose the meeting notes into the Factfind and Investment Risk Discussion document for submission;
- Assist the Financial Planner in formulating the advice to the client, taking instructions for research and/or documenting the advice to be provided to the Paraplanner;
- Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance.
- Respond to client emails by analyzing and researching the technical questions and creating the appropriate response for the client or FP Director;
- Assist team PA with technical matters and liaising with clients in the absence of the FP Director;
- Work within the Company's Paraplanner licence framework.
- Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
- Conduct fund research using the Company's panel or FE Analytics where appropriate.
- Review asset allocation for any investment/pension holdings.
- Complete financial cashflow forecasts, clearly demonstrating the clients' current and future financial position.
- Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there.
- Preparation of fund switch and encashment letters according to advice provided.
- Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate sources – providing clear research of the advice provided.
- Liaise with Product Providers / Third Parties regarding any technical queries.
- Accurately complete new business sheets to be handed over to the PA.
- Maintain client records and update client information on back office systems to keep an effective audit trail.
We are looking for a highly skilled and experienced Paraplanner to join our team. The ideal candidate will have:
- At least 2-3 years in a Paraplanning role or technical support (preferably with the same company and potentially same adviser).
- Fully level 4 Diploma Qualified.
- Practical application of technical financial knowledge within career.
- Ability to analyze the performance of Discretionary Fund Managers to determine their level of client service and capability.
- Previous data research and report writing experience within financial services.
- Technical use of Excel in order to demonstrate performance against benchmark over time.
- Extensive experience of working with Microsoft Office products including Word, Outlook and PowerPoint, or similar tools.
- Professional with a proven strong customer focus approach to getting the best outcome for the client and the business.
- Flexible and proactive approach to getting the job done.
- Experience of dealing with Trusts in particular to mitigate Inheritance Tax.
- Experience of dealing with products such as VCTs, EIS and IHT Schemes.
- Desirable: Experience of working in a small to medium sized financial services environment.
- Experience of working with iO back office software and FE Analytics research tool.
- Experience of working with a Discretionary Fund Manager.
- In-depth knowledge and experience with cashflow modelling (Desirable).
- Good understanding of the Financial Planning process.
- Strong interpersonal skills, both written and verbal communication.
- Customer service skills – providing an excellent service to the adviser and client.
- Excellent planning and organisational skills.
- Ability to work effectively to deadlines.
- Accuracy and attention to detail to balance demands of role.
- 25 working days in addition to the normal Bank Holidays, in addition to 1 extra day's holiday for each year of service up to 28 days.
- Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year.
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