Homebased Financial Services Coordinator

4 weeks ago


Cheltenham, Gloucestershire, United Kingdom CleverHR Full time
About the Role

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.
About You

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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